Thanks - I appreciate your response.
Lynne Feraco
Director of Planned Giving
Worcester Polytechnic Institute

Thanks very much for your response.
Lynne Feraco
Director of Planned Giving
Worcester Polytechnic Institute
 

We record in our donor database all bequests at face value (if known -- many bequests are designated as a percentage rather than a specific amount) and recognize in our legacy society anyone who has informed us of an estate gift.  Our list of recorded bequests will be shorter than our list of legacy society members, as we only record gifts for which we have re...

We are in a campaign so bequests are booked at 100% for those who will reach age 60 by the end of the campaign.

Hello friends in CGP:

Hoping those of you in higher education would be willing to share your practices for recording bequest intentions and why you use your particular "approach". We are particularly interested in how or if you record bequests for donors younger than 65 years old and how they are recognized. 
Do you:
A. Record all bequests at 100%
B. Recor...

Hi Kate & Sue- You may get more response by posting this in the private Council Council Community. I will send you directions on accessing offline. Thanks!