We use Salesforce and built out a robust Planned Giving tab.  We are able to track different types of gifts, all estates, and the executors, financial advisors associated with them.  In addition, we added a life expectancy calculation so that we are able to pull reports for estimated future realized revenue.  That said, if we had more accurate age data on...

Hi Dan.  I noticed you are at public university, as am I.  Being at a University where the student body grew rapidly when Boomer's where students put us in a reasonable growth rate at 10% year over year with new households as members of the legacy society. As the legacy society grows so does the challenge of maintaining the 10% growth.  If your total alumni t...

This fiscal year has been a little slower than average at my charity (regional, 41 years old, high donor retention & trust) regarding the pace of new legacy gift notifications (from donors who are alive & getting added to the known pipeline of future revenue). I'm only somewhat surprised because we recently had a bigger push during an anniversary year and...

We use Salesforce NPSP and previously, Blackbaud eTapestry. In both, we've added about two dozen custom fields (we often only have data in a few if an individual is still alive). I track gifts in the opportunities now (as a PG opportunity type for the expected gift, as a "regular" gift opportunity when the distributions are received as cash), journal note...

41 year old regional organization, very high donor retention, 11 year old legacy program, ~12% legacy society growth (counting only individuals/households who have at least 1 living member) on average the past few years coming from a mix of PG marketing, 1:1 donor conversations, etc.

note: our donor base has grown steadily (and we have a lot of new donor...

I'd be interested in seeing your letter as well, Mike.  Thanks!