Bequest Intention Form & Gift Expectancy Tracker

Bequest Intention Form

This sample form is designed to help you learn more about why your donors have decided to make a bequest. This allows you to better understand how to work with them in the future.

Gift Expectancy Tracker

This workbook helps your development team track planned gifts and estimate future pipeline value using IRS single life expectancy data. It is designed for two purposes: (1) an active relationship management tool for development staff, and (2) a board-ready summary report showing the scale and projected timing of your planned giving program.