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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:

1. Access the planned giver's constituent profile.
2. On the Planned Giving tab, click the Add icon to add a new planned giver. The Add - Planned Giver window appears.
3. Create a description for the gift.
4. Select a gift type for the gift.
5. Complete the additional fields provided as desired to add the planned gift.
6. When you have completed the form, the gift appears under the Planned Giving tab on the Constituent Profile.