Adding a Planned Gift
Occasionally a constituent will donate a planned gift, such as when placing an association or foundation in his/her will. A planned gift differs from a pledge in that a pledge is normally a definitive monetary amount that an association records in the general ledger whereas a planned gift may or may not be cash money. It may also be an asset, soft credit, stock, and so forth.
To add a planned gift, use the following steps:
- Access the planned giver's constituent profile.
- On the Planned Giving tab, click the Add icon to add a new planned giver. The Add - Planned Giver window appears.
- Create a description for the gift.
- Select a gift type for the gift.
- Complete the additional fields provided as desired to add the planned gift.
- When you have completed the form, the gift appears under the Planned Giving tab on the Constituent Profile.