Planned Giving Profile

Modules>Fundraising> Find, Add, List, or Query Planned Giving

Planned Giving occurs when a donor makes a major gift, either during his/her lifetime or at death, as part of the donor's overall estate or financial planning.

This topic covers the information displayed in the profile as well as actions you can perform on the profile page.

Planned Giving Profile Information

The Planned Giving Profile displays information about planned gifts which have been added to the database.

Field Description
planned giver Displays the name of the planned giver.
gift date Displays the gift date.
principle amount Displays the principle amount of the planned gift.
first payment date Displays the date of the first payment of the planned gift.
assigned staff Displays the name of staff assigned to manage the gift.
trustee Displays the name of the trustee administering the planned gift.
beneficiary 1 Displays the name of a beneficiary of the planned gift.
beneficiary 2 Displays the name of a beneficiary of the planned gift.
beneficiary 3 Displays the name of a beneficiary of the planned gift.
add pledge Button that allows you to add a pledge to the database.

Planned Giving Profile Actions

  • Use the Action Items button to Go To Constituent.
  • Edit the Planned Giving form.
  • Add a pledge to the database.
  • View pledges associated with the planned gift.
  • View documents associated with the planned gift.
  • Associate documents with the planned gift.

Planned Giving Profile Child Forms

The child forms section of the Planned Giving Profile contains information about the planned gift. The following tabs are found in the child forms section of the Planned Giving Profile:

  • Pledges
  • Details

Pledges Tab

The Pledges tab displays information about pledges associated with this planned gift. You can click the Go To button to view a Fundraising Pledge Profile.

Details Tab

The Details tab displays information about documents associated with the planned gift. Actions associated with the Details tab include:

  • Click the Go To button to view and edit information about a document.
  • Click the Add Record button to associate a document with the planned gift.