FundSvcs Community

Good afternoon,  

I have a question about how other institutions handle planned gift processing.  Our Planned Giving staff currently sends an email to the Gifts and Records staff whenever a new Bequest Pledge, Estate Distribution, or Life Income gift need to be recorded.  The email includes all needed documentation as well as a Recording Memo.  The recording memo is basically a summary of the gift to be recorded (donor name, ID #, Designation, Gift Date, etc..).  I have been asked to research if other institutions require some type of recording memo/summary page or if there are other ways details of the gift/pledge are identified for entry.  Someone suggested using a JIRA ticket in place of the recording memo but to me, a summary page makes more sense.  I'd be interested to hear how others handle this process.

Good afternoon,  

I have a question about how other institutions handle planned gift processing.  Our Planned Giving staff currently sends an email to the Gifts and Records staff whenever a new Bequest Pledge, Estate Distribution, or Life Income gift need to be recorded.  The email includes all needed documentation as well as a Recording Memo.  The recording memo is basically a summary of the gift to be recorded (donor name, ID #, Designation, Gift Date, etc..).  I have been asked to research if other institutions require some type of recording memo/summary page or if there are other ways details of the gift/pledge are identified for entry.  Someone suggested using a JIRA ticket in place of the recording memo but to me, a summary page makes more sense.  I'd be interested to hear how others handle this process.

Do you have a template/example of the Gift Transmittal form that you reference in your reply?  Thanks!

Good afternoon,  

I have a question about how other institutions handle planned gift processing.  Our Planned Giving staff currently sends an email to the Gifts and Records staff whenever a new Bequest Pledge, Estate Distribution, or Life Income gift need to be recorded.  The email includes all needed documentation as well as a Recording Memo.  The recording memo is basically a summary of the gift to be recorded (donor name, ID #, Designation, Gift Date, etc..).  I have been asked to research if other institutions require some type of recording memo/summary page or if there are other ways details of the gift/pledge are identified for entry.  Someone suggested using a JIRA ticket in place of the recording memo but to me, a summary page makes more sense.  I'd be interested to hear how others handle this process.