Dear All, I work for an higher ed, and was wondering how you account for trusts in RE? I imagine that one might enter it as a pledge, but what happens, when the remainder of the trust, after they are deceased, is valued lower than the origanl amount. Any guidance would help. Thanks Much, Ben Benjamin Schools Datacenter Manager Intercollegiate Studies Institute, Inc

I used to work at a University and they kept track of trusts and planned giving on the prospect/proposal tab. They used type of gift to record: CGA, CRAT, CRUT, etc. There was a proposal attribute that they used to record if it was revocable or not. Then whenever the gift came in, it was simply entered into RE and linked to the proposal. I hope this information is helpful. Elisabeth McMillon Database Administrator The Oregon Zoo Foundation