Add Mapping for Planned Gifts

In order to generate general ledger distributions for planned gifts to the development office, you can map the transactions to general ledger accounts or account codes.

Here are a few examples of possible account and account code mappings for planned gifts:

Transaction Type	Debit #	Credit #
Contributions that will be received for charitable gift annuity	01-1050-00	01-4000-00
Payouts to charitable gift annuity	5000	01-1020-00
Contributions received for charitable remainder unitrust	1500	4500

Some planned gifts only book contributions revenue, such as charitable remainder trusts. Other planned gifts book both the contributions revenue and the payout they make. These may include charitable gift annuities.

When you specify account code, other segments are derived from selected characteristics of the transaction. For more information about how to define segment mappings, see Define Segment Mappings.