Bequest Expectancies

Susan Cino

We are currently using Raiser's Edge and going to NXT by end of 2018.


How are you tracking Bequest Expectancies? 
Bequest expectancies. Perhaps the most important measurement of the current success of a planned giving program is the number of new will appointments that are recorded on an annual basis. These appointments will translate into bequest gifts at some point in the future. The will appointments include both donors who self-identify, as well as lawyers who contact your organization to alert you to the fact that their client has made a provision in his or her will and is leaving a bequest.


Thank you

Susan Cino

Director of Donor Development

Springpoint Senior Living Foundation

Angela Tuttle 2

Susan Cino:


We are currently using Raiser's Edge and going to NXT by end of 2018.


How are you tracking Bequest Expectancies? 
Bequest expectancies. Perhaps the most important measurement of the current success of a planned giving program is the number of new will appointments that are recorded on an annual basis. These appointments will translate into bequest gifts at some point in the future. The will appointments include both donors who self-identify, as well as lawyers who contact your organization to alert you to the fact that their client has made a provision in his or her will and is leaving a bequest.


Thank you

Susan Cino

Director of Donor Development

Springpoint Senior Living Foundation

If we have enough information we enter bequests as Planned Gifts. We use membership to track all planned gifts.