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Kevin, 

Thank you for referencing this instructive document!

Sincerely, 

Bill

That's a clever approach, Lisa--I like it!  At my last organization, the system permitted recording of revocable testamentary gift commitments without a dollar amount, so if we didn't know the amount, we just left it at $0.00.  However, when faced with that decision while updating the PG recording system in my University planned giving job about 15 yea...

Interesting. Thank you. I will be curious to see how others who have experience with this handle it. As an alternative, could you charge a higher annual administrative fee (or add one if you don't already have it) so that this issue goes away? This is not the same as an investment management fee (which generally is charged by the financial institution and co...

Russell Willis:
I became aware of the Cleveland Orchestra during the last years of George Szell, kinda missed the Pierre Boulez interregnum, but was quite a fan of Lorin Maazel. In part my interest was by way of contrast to Chicago, which is where I was growing up.  Obviously Georg Solti was something to listen to, but it was a completely different feel.

Oth...

Hello,
My questions are the following:
At what age should we count planned gifts (65 or over, as per page 19) and what can we count (only as of day one of the campaign, including quite phase). Am I correct in assuming this 2017 guide is the most current edition?
Thank you for entertaining my double-check).
Monica

We looked at a $0 value, but we found it was causing reporting problems in cases where a planned gift was withdrawn and/or adjusted as those are both set to zero as well. The $1 placeholder lets me know that it is active. 


We had a running joke that an $18 month was a good month...