Beneficiaries Tab
If the selected planned gift vehicle has the potential to include beneficiary information, such as Life insurance, the Beneficiaries tab appears. On this tab, enter information about the beneficiaries associated with the planned gift.
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Screen Item |
Description |
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Beneficiary |
Select the beneficiaries associated with the planned gift. You can select a prospect relationship or search for and select a constituent as necessary. |
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Allocation |
For each beneficiary, select the applicable allocation, such as Primary beneficiary or Tertiary beneficiary. |
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Type |
For each beneficiary, select the applicable type. For example, if the beneficiary is the primary donor of the planned gift but does not receive a monetary benefit from the gift, select Donor + Non-income. For a Retained life estate, you can select Donor, Non-income, or Donor + Non-income. |