Planned Gift Acknowledgement Tasks

Use Planned Gift Acknowledgements to manage the planned gift acknowledgement processes in your database. To access Planned Gift Acknowledgements, select Marketing and Communications, Planned gift acknowledgements from the menu bar. The Planned Gift Acknowledgements page appears.

On the Review Acknowledgements tab, view details from multiple processes. The Acknowledgement processes displays recently run processes. The grid lists information such as the Status of the process, when it was Started, and the Number of records processed.

On the Planned Gift Acknowledgements tab, the Planned gift acknowledgement processes grid lists the planned gift acknowledgement processes in the database and displays the Name, Description, Letter, and Acknowledgement date of each process. You enter this information when you add the planned gift acknowledgement process to the database. Depending on your security rights and system role, you perform functions to manage planned gift acknowledgement processes in the database.

To add planned gift letters to the database and assign the letter to planned gifts, select the Letters tab. These planned gift letters and letter processes are used during the planned gift acknowledgement process.

The Letters grid displays the Word documents available for planned gift acknowledgement process. The grid lists the name of the Letter in the program and the Word template used for the letter. In addition, the grid lists the Selection of planned gifts that the letter applies to.

The Assign letter processes grid lists the letters assigned to planned gifts. A letter process assigns the letter name to the planned gift you specify. For example, you can send the Annuity Thank You letter to all planned gifts for annuities. The grid lists information such as Date last run and the Selection the process uses.

Warning: Before you create a planned gift acknowledgement process, you must add planned gift letters and assign the letters to planned gifts.

Depending on your security rights and system role, you perform functions to manage planned gift acknowledgement processes in the database.