We have a "Legacy Club" that includes people who have let us know that they have made some kind of planned gift, such as putting us in their will, establishing a trust, designating us as a beneficiary of life insurance or an IRA, etc. We ask them how they would like their names to appear and each year publish a list in our newsletter to recognize these people -- and encourage others to "join." We do not ask for an estimated value of the planned gift. We are now considering a recognition wall that would give a very brief explanation of the program and list the names of the people. We've had several questions come up and would like to know what other organizations do. -- do you have such a public display? -- do you set a minimum estimated $ value for people who are listed? -- do you list only living people who have officially "joined" the club? What do you do when they die? -- do you list people whose bequests you have received whether they were in the club or not? -- if someone is in the club, but no gift is realized after they are deceased, do you remove their name? -- do you often have name changes or other changes that affect the listing and have to redo the display? One of the options we are exploring is having the list of names silk screened on clear plastic or glass panels that would be attached to the wall; each name would NOT be on a separate piece. I'm sure there are many other questions, but these are the current ones. Any advice or experiences you can share would be appreciated. Thanks. Leslie Choitz Sisters of the Holy Cross Notre Dame, IN [Email Removed]

We also have a Planned Giving Society. This for alumni and friends who have notified us of their estate plans. These people are listed in our annual report, on the back page of our planned giving newsletter and any other donor publication. We ask them how they want to be listed in a Member Profile that is included as part of their welcome package. The profile does ask for gift value, but often is not completed by the donor. Once we are informated that one of the members has passed on we acknowlege that in the next publication and their names is removed from the membership list. We don't have any permanent place for recognition. If you have any other questions, you may notify me offline. Cindy March Long Island University Assistant Director of Planned Giving 700 Northern Boulevard Brookville, NY 11548

Leslie, We have a group called Guardians' Circle Donors. These are people who have told us that we are in their estate plan. They are invited to join regardless of amount. If they do not join, we do not acknowledge them publicly. For those who do join, we list their names in our Honor Roll and we also have their names silkscreened on panels and displayed in the hospital. We update this list once a year and remove any who have passed away. Estate donors are listed on a separate wall. Therefore, someone who was on our Guardians' Circle wall who passed away will be removed from that wall and added to our estate wall when their gift is received. Julie Taylor Children's Hospital Foundation - Seattle [Email Removed]

Hi Leslie We have the YMCA Heritage Club, which includes all planned gifts, some we know about because they are life insurance policies in which we pay the yearly premium, the donor pays us back to receive a charitable tax receipt, in these instances we know the amount because we are the both the owner and the benficiary on the policy which is required to produce the tax receipts. We have an annual dinner and distribute an annual report soley for our Heritage Club members and the are listed seperately in each of our membership centres. IWe currently have about 140 members in our Heritage CLub I produced in house the paper that our Heritagbe Club Logo and lines are in gold and the names are listed in black, it is nicely framed in a thick balck and gold frame. Each year it is updated and our framer does not charge us to take out the old and repalce with the new. This is more cost effective, then we only need to change the framing when the paper out sizes our current framing, it looks quite rich and is different from our donor window which is all our donors names etched in glass. It is also nice doing it this way because if their happens to be a change we can change it quickly. We had an instance where a couple were married and both members, after a quite nasty divorice they wanted the names removed that were together and we were able to accomodate them, keep them happy and keep them both as members. We also have a pamphlet that we produce in house that gives information about planned giving. There are many that have let us know that we are in their wills, others have indicated they will be leaving property of value, in many cases we don't know. Speaking personally, I am a member of our Heritage Club, I have not designated an amount in my will but rather a percentage of my estate. This could change drastically depending on the time of my death. I joined the Heritage Club in my mid 30's if I died shortly after compared to when I am (hopefully) in my late 80's or 90's my financial sistuation would be quite different, so therefore the amount would be different. If we receive a donation from an estate that we were not aware of (last year we received one gift of $100,000) we send with our thanks note and receipt to the attourney handling the estate our wishes to add the name to the Heritage Club name of donors and usually the executor of the will and/or the attourney will let us know if it is okay to list the donor, if their desire is not to list the name, we would list it as annonymous. All our donors are listed first by the year they joined, our first was in 1928 and if there are mulitple per year, then by alphabetical order. We currently have about 5 annonymous donors. In Raiser's Edge I record the information under Relaitonships to our Organization and the reciprocal is Heritage CLub member. There I track the date they join and if they are deceased I put an end date, this makes it easy when sending mailings for invites to our annual dinner. We list all who have joined the club, if someone for example does not pay their insurance premiums after several years, we would take their name off or if someone did decide to not honour us in their will their name would be removed. As I stated before very often circumstances change and they are unable to notify us etc. Not sure if this helps, but I hope just gives you a perspective of how others do things. Please feel free to email me directly if you need clarification on anything. Kind regards, Joanne Cousineau Developement Adminstrator YMCA of Niagara [Email Removed]

Leslie, To answer your questions, 1. We do not have a public display of our PG donors. We refer to them as Circle of Caring members. We publish their names in our Honor Roll of Donors. 2. We do not have minimum estimated value for recognition. You leave us $5 in your will/trust, etc.3. , you're on the list. 3. This is where we seem to differ from the other responses I've read. Our list is ongoing. When someone dies, their name remains on the list, and we add a "+" after their name which signifies the person is deceased. If we receive $$ from an estate we were unaware that donor is listed as "Estate of XYZ", since we did not have a relationship with them prior to the gift. 4. As I said before, we list all PG gifts/donors on the list. 5. If someone who has been on the list passes away and we do not receive a gift we do remove them from the list. 6. We don't have a public display for this, so I can't offer any help. Hope this helps you. Feel free to contact me if you have more questions. Good luck w/your program Lana Duda Doheny Eye Institute Los Angeles, CA [Email Removed] or 323-442-7104

Thanks so much to all of you who sent replies to my Planned Giving recognition questions. I've passed them along for further consideration. Your information is very, very helpful! Leslie Choitz Sisters of the Holy Cross Notre Dame, IN [Email Removed]