Manage Planned Gift Receipts
When planned gifts are irrevocable and your organization is the trustee on a gift, it may be appropriate to receipt for planned gifts. Ultimately, your decision to receipt for planned gifts should be based on your own processes and tax laws. From Major Giving Setup, you can select, by vehicle type, which planned gifts to receipt. You can also select to not receipt planned gifts.
From Prospects, select Major giving setup under Configuration. The Major Giving Setup page appears.
Select the Planned Gift Receipts tab.
Select Edit. The Planned gift receipt settings screen appears.
To produce no receipts for planned gifts, select Do not receipt.
To receipt for planned gifts, select Receipt only for the vehicle types below.
From the grid, select the vehicle types for which to receipt.
Select Save to save the planned gift receipt settings and return to the Planned Gift Receipt Settings tab. The new settings appear on the tab.