Planned gifts are charitable gifts which impact a donor's estate and require the assistance of a financial advisor. Planned gifts generally provide substantial tax benefits or income for life. Planned giving helps your organization advanced its mission by securing commitments for the future.
Our planned giving solution helps you manage all stages of your organization's planned giving program from initial contacts with donors to receipt of gifts. You can quickly and easily identify donors with a history of strong support to your mission.
Download Planned Giving brochure (PDF, 73K)
Benefits of our Planned Giving solution:
- Organize, track, and manage all stages of planned gifts
- Identify candidates for planned gift solicitation with prospect research information
- Manage multiple types of planned gifts
- Use terminology familiar to your development staff with customizable and flexible user-defined fields
- Gain a comprehensive view of existing and pending agreements
- Ensure that each planned step is completed on schedule
- Assign appropriate acknowledgments for gifts from planned givers
Features of our Planned Giving solution:
- Identify candidates for planned gifts based on their complete donor histories
- Record, monitor, and manage all activities related to your organization's planned giving program
- Manage all types of planned gifts such as bequests, pooled income funds, trusts, and charitable gift annuities
- Run donor profile reports for detailed information on planned gift histories for individual donors
- Track market value histories to show the growth of your planned gifts
- Record and organize detailed beneficiary information as well as contact information for attorneys and other related parties
- Track multiple contacts, beneficiaries, relationships, and gifts from one centralized location
- View the complete financial record of each planned gift
- Restrict access to confidential information
- Set reminders for donor contacts
- Identify candidates for special mailings and events
Maximize the success of your organization's planned giving program by combining these related fundraising solutions:
Contact Management Direct Mail Marketing Prospect Research Reporting and Analytics