Tracking Anonymous Legacy/Planned Giving Intentions

Ellen Ann

Hi everyone, 


I'd like some advice on tracking Planned Giving Intentions. Recently my organization was contacted by a lady who wanted information on leaving a Legacy Gift to us. She, however, wanted to be completely anonymous - we only know that she is female, we have literally no other information about her. We want to be able to track this intention, but aren't sure how to go about it. Other anonymous intentions have generally come through professional advisors' or lawyers' offices, so we attached an anonymous proposal to their record. 


One of the issues we are worried about, in general, with anonymous intentions is that when we actually recieve a Will, we have no way to connect it with an anonymous intention proposal or record...


Any insight?


Thanks, 

Ellen 

Research Associate, Children's Health Foundation

Heather MacKenzie

My office is currently struggling with this too, so I only have a partial answer, and would gladly welcome other input as well.


We have a constituent record that is named "Anonymous Planned Giving" and these type of gifts get recorded under that record, with some notes in the gift with what we do know.  In you example, we'd record the date of the call, what we could glean about the woman who called, etc.


We do get some of our anonymous planned gifts through a consultant that we work with, and so we will know when to "pay" off the pledge that we record when those come through with his donors, but the others are still something we're trying to figure out too.

Alan French

Could you give her the ID number for her pledge/proposal, and ask that this number is included in correspondence with you when the gift is fulfilled? She'd still be anonymous but you'd be able to identify the correct record.