Advancement · Community & Giving

A promise for later,
documented now.

A donor’s plan to remember your school in a will may be decades away from becoming a gift. What happens in between decides whether it arrives as intended: the right legal name, a purpose that can still be carried out, a file the next director can find, and a thank-you every year. Record each intention and the organizer shows how to strengthen it.

Add an intentionWhat you get
$12one-time · every device you sign in on
Buy · $12

Included with Caveat Classroom and Whole-school licenses. Or get it in the Development and giving kit, $39 for 19 items.

Your intentions

The worked example is made up: a bequest for music scholarships known only from a conversation, and an IRA beneficiary designation with a copy on file. Saved on this device only; donors are listed by code.

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What you get

Advancement · Community & Giving$12 · included with Classroom and Whole-school licenses

What you finish with
A record per planned gift intention: donor code, vehicle, documentation level, estimated value, donor age, restricted purpose and eight stewardship steps. Totals the value documented in writing and in all; flags verbal-only intentions, revocable gifts, retirement account gifts, qualified charitable distributions at 70½, gift annuity regulation, restrictions to review and the legal name and EIN.
Who it is for
Planned giving officers, development directors and heads of school.
Format
Browser organizer with a saved record per intention. Prints one intention, the whole file in a table or a blank sheet; downloads a spreadsheet (.csv); exports and imports a file.
Access
$12 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Development and giving kit ($39) and the Advancement Suite pass ($99), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Community & Giving space in Caveat Advancement.
Support
Questions about access, an order or a correction: team@caveatacademic.com.

How to use it

  1. Add each intention by donor code, with the vehicle.
  2. Record how it is documented and its estimated value.
  3. Review any restricted purpose.
  4. Work through the stewardship steps.
  5. Thank and update each donor every year.

Add an intention

Vehicles

Planned gift vehiclesVehicleCan changeDonor needsBequest in a will or trustYesAn attorneyRetirement account beneficiaryYesA form from the custodianLife insurance beneficiaryYesA form from the insurerCharitable gift annuityNoA contract with youCharitable remainder trustNoAn attorney and trusteePlanned gift vehiclesBequest in a will or trustCan change: YesDonor needs: An attorneyRetirement account beneficiaryCan change: YesDonor needs: A form from the custodianLife insurance beneficiaryCan change: YesDonor needs: A form from the insurerCharitable gift annuityCan change: NoDonor needs: A contract with youCharitable remainder trustCan change: NoDonor needs: An attorney and trustee
Revocable intentions are real and worth stewarding, but they are promises, not assets: count and report them separately.

Counting planned gifts

Campaign and reporting standards, such as CASE’s, ask organizations to report revocable deferred gifts separately from outright and irrevocable gifts, often at face value with conditions such as donor age. Follow your board’s counting policy.

The donor’s own advisers

Give sample language and the facts about your organization; leave legal and tax advice to the donor’s attorney or adviser. It protects the donor and the gift.

Sources

  1. Council for Advancement and Support of Education. CASE Global Reporting Standards: counting deferred and planned gifts (case.org).
  2. Internal Revenue Service. Qualified charitable distributions and Publication 526, Charitable Contributions (irs.gov).
  3. American Council on Gift Annuities. Suggested maximum gift annuity rates and state regulation (acga-web.org).
  4. National Association of Charitable Gift Planners. Model Standards of Practice for the Charitable Gift Planner (charitablegiftplanners.org).

The worked examples are made up. This organizer is for record keeping and stewardship; it is not legal, tax or investment advice. Nothing you type is sent to Caveat. Support: team@caveatacademic.com.