FundSvcs Community

 View Only

Revocable PG Counting - Secondary Beneficary

  • 1.  Revocable PG Counting - Secondary Beneficary

    Posted 09-27-2022 05:48 PM
    Hi all, 

    What are your org's best practices to count a revocable planned gift where the org is the secondary beneficiary behind the spouse?  Given the uncertainty of the gift actually being realized it seems adding it as a $0 gift would be prudent.  However, we are in the planning phase of a new campaign and there is understandably a desire to see the amount counted towards the goal.

    Thanks in advance for your input!
    Becky

    ------------------------------
    Becky Griswold
    Director of Advancement Services
    University of Northern Colorado
    rebecca.griswold@unco.edu
    ------------------------------