Realized Bequests that were counted in a previous campaign

Billy Jo Jayne

How do you track realized bequests that were counted in a previous campaign as a bequest intention and reported in the overall campaign total? Say back in 2002 I booked a bequest intention of $200,000 to the STF campaign. The constituent dies in 2014 and the realized bequest is now $335,000. I can count $135,000 to the new campaign but I don't want my reports to pick up the other $200,000. Any suggestions?

 

Stephanie Ulmer

I would book the $135K as a cash gift and the original intention as a separate gift with some kind of attribute on that will exclude from current counting.

Christine Cooke 2

I would have enter a pledge reflecting the original bequest that is backdated to the orginal commitment, then enter the received amount against the pledge and a second entry of a cash gift in the current year for the balance of the bequest, so that it counts currently.  That way when you pull any reporting only the overage will show as new money.