Hi Heidi, We do something similiar. When we do not have addresses for the United Way donor, we credit the gift to "Anonymous", tag the gift as United Way in the appeal, and in the visible notes record the name of the individual. If the individual contacts us in the future, we create a record...

Someone post thos many many many moons ago and I thought it was good way to track planned giving... Constituency code of "Listed in Estate - Not Yet Received" if we've been notified but not yet received the gift w/date from (date we were notified). Once the gift is received the...