Types of Planned Giving Media

Options
Romulus Patterson
Romulus Patterson
Ninth Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Afternoon,

I am trying to get a list of the types of media that may come with a planned gift. Has anyone been attaching documents to the constituent record? If so, what types? Anything outside of copies of wills and life insurance policies?


Thank you,


Romulus
Tagged:

Comments

  • Tom Klimchak
    Tom Klimchak
    Tenth Anniversary 500 Likes 100 Comments Name Dropper
    We have an external digital document software, (so we don't usually put them on the media tab) but here some of the types of documents we accept for planned gifts:
    • Wills
    • Signed letters/statements of intent
    • Signed "Planned Giving Intention" forms (less formal than letters, easier for smaller planned gifts)
    • Gift Annuity Agreements and Pooled Income Fund agreements (lots of different options here, depending upon what you accept)
    • Life Insurance Policies
    Hope this helps!

     
  • Romulus Patterson
    Romulus Patterson
    Ninth Anniversary Photogenic First Comment Facilitator Level 1

    Thanks.

    It helps a lot

     

    Romulus
    Patterson Jr

    Associate
    Business System Analyst

    WellSpan
    Philanthropy


    Gettysburg Hospital Foundation |
    York Health Foundation 

    Ephrata Community Health Foundation
    | Good Samaritan Hospital Foundation  |
    Philhaven

    50 N.
    Duke Street, York, PA 17401

    Phone:
    717-812-3516 | Fax:717-848-5555


    rpatterson2@wellspan.org

     



    The information contained in this communication, including all
    attachments, is legally protected information, confidential or
    proprietary information, or a trade secret intended solely for the
    use of the intended recipient or otherwise exempt from disclosure
    under applicable state and federal law, including, but not limited
    to, privacy standards imposed pursuant to the federal Health
    Insurance Portability and Accountability Act of 1996 (“HIPAA”). The
    information may also be subject to legal privilege. If you are not
    the intended recipient, you are hereby notified that any use,
    disclosure, dissemination, distribution, forwarding, or copying of
    this communication is strictly prohibited. If you have received
    this communication in error, please notify the sender by reply Fax
    or e-mail stating the communication was "received in error" and
    delete or destroy all copies of this communication, including all
    attachments.


    Message string: KqxfH=TU

Categories