Search Criteria
Gift Inquiry Intake and Tracking
 Gift Inquiry, Intake and Tracking Form |
General Policies and Guidelines, Marketing
|
Login to bookmark Login to recommend Total views:
|
Planned Giving Program
Intake and Tracking Form
This form is to be filled out initially by the person first receiving a request or contact pertaining to planned giving, and thereafter to record each a...
This article is only available to registered PEER members. To learn more about registration, click here.
Please note that these are all samples and should not be used without careful review.
This is not intended to be legal, financial or accounting guidance but as a guide for the church to write its own material according to your local needs and restrictions. Please refer to your own accountant or attorney for accounting and specific legal counsel.