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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Bequest Best Practices
Hi there! I am hoping to learn more about bequest practices from other community foundations. I am curious as to what internal forms/process are used by other foundations? Is there anything others have found to be particularly useful in navigating planned giving, particularly if there is no signed fund agreement? Are…
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Bequest Valuation - Stepped Up or DOD
Hello! Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value. Thank you! Missy Belles Whatcom Community Foundation
