Assets Tab

On the Assets tab, you can track any information you may have regarding the prospect’s assets associated with the planned gift, such as a house, an automobile, or stock assets.

Screen Item	Description
Type	Select the type of asset to record such as House or Car.
Description	Enter a unique description to help identify the asset. For example, for a house, you may want to enter Primary residence.
Value	Enter a market value for the asset.
Cost basis	Enter any cost associated with the asset at the time your organization receives it. For example, for a planned gift of stock, enter any broker fees or other expenses. You can deduct this cost from the total gift amount.
Valuation method	Select how you determine the value of the asset.
Valuation source	Enter the source of the valuation method.
Address	Search for and select the prospect address to associate with the asset.
Asset holders	To enter who currently holds the asset, select this button. On the Assets held by screen, select the prospect relationship that holds the asset, or search for and select the asset holder as necessary.