Add a Planned Gift

You can add a planned, or deferred, gift to a prospect from the Planned Gifts tab of the prospect’s record.

Note: If you work from a group prospect, you cannot add a planned gift to the group. You can add planned gifts only to the group members. This information then appears under Cumulative group member giving summary and Group member planned gifts.

Rather than manually enter planned gift information, you can also import data from PG Manager, a PG Calc, Inc. product used by Planned Giving Offers to track planned gifts.