Planned Giving Form

Constituent Name:

UR ID:

Planned Gift Subtype:

Gift Date:

Amount:

Fund (Account Name):

Is this a new fund?

Yes No

Code as Charter Associates?

Yes No

Charter Type:

Gift is anonymous?

Yes No

Solicitor Name:

Vehicle:

Receipt:

Receipt Do Not Receipt

NPV

/as of:

Are there accompanying documents?

Yes No

Revenue Type:

New Pledge Realized Revenue

Realized Revenue on Pledge Gift ID:

Notes (Email accompanying documentation to advimaging@richmond.edu.):

Form Submitted by:

Form Submitter Email:

Date Submitted:

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