This service provides a request for the creation of a planned gift.
A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.
What is included
Advancement Services will provide the following:
- Set up the donor and planned gift in the Alumni/Donor CRM for financial reports and tracking
- Acknowledge and thank the donor for the planned gift
It is the responsibility of the requester to:
- Provide all information and documentation regarding the planned gift to Advancement Services.
Who receives this service
Faculty and Staff of Barry University.
Service Level Agreement
First response in 1 business day. Lead time for completion of this task is approximately 1 week after the receipt of all necessary information.
What happens next
You will be contacted by Advancement Services to discuss any concerns with the submitted job.