Counting Revocable Gifts: A Path to Generating More Bequests

PPP's Guidelines for Reporting and Counting Charitable Gifts recommend that institutions count revocable gifts. How do you implement these standards, and what are the benefits to doing so? In this session, you'll hear how one institution, Temple University, is implementing them. You'll also hear how, in the process of planning to count revocable gifts, the University fine-tuned most every aspect of its bequest solicitation program. The presentation will include: making the case for counting revocable gifts; creating a goal for new revocable commitments; implementing data systems changes; and educating gift officers and constituents. By counting revocable gifts, your bequest program could improve dramatically.