Planned Gifts

With planned gifts, donors can leave your organization money or assets upon their death or invest money so that they receive benefits during their life and then bequeath the remaining funds to your organization. To view the planned gifts of a constituent, select the Planned Gifts tab.

Under Accepted planned gifts, any planned gifts added for the constituent from a prospect record or plan in Prospects appears. If the constituent is listed as a planned gift relationship for another constituent, those planned gifts also appear.

To view the record of a planned gift, select it in the grid and select Go to planned gift on the action bar.

For information about planned gifts, see the Prospects section of the help file.