Planned Gifts

Planned gifts are commitments donors make — typically as part of their estate planning process — to contribute to your organization at a future date. Depending on the method — or vehicle — a donor chooses to specify the gift conditions, the donor may receive a life-long income, payments to beneficiaries, or tax benefits. In database view, the optional module PlannedGiftTracker lets you track these gifts from when donors commit to them to when your organization pays beneficiaries and receives final payments. On the record of a planned gift, you can view pertinent details and conditions of the contribution.

In web view, you can edit the following tiles on existing planned gift records:

  • Assets

  • Planned gift details

  • Planned gift vehicles (this tile changes based on the vehicle selection)

  • Beneficiaries

  • Relationships

When a planned gift includes items of value — such as stock or property — you can view them under Assets. For each item, you can view a detailed description, how much it’s currently worth, and how much it cost the donor when they originally acquired it.

Under Planned gift details, you can view:

  • Remainder— How much your organization expects to receive once all the gift conditions are met, and when the value was last updated

  • Vehicle — The method the donor used to specify the gift conditions

  • Expected maturity year — When you expect all gift conditions to be met

  • Gift status — Whether all gift conditions are met

  • Net present value — How much the gift is currently worth

  • Revocable — Whether the donor can change the gift

  • Gift has been realized— Whether your organization received the final payment from the gift

In addition to this information, you can also view which vehicle the donor selected to specify the gift conditions and related details under the vehicle’s name. For more information, see Planned Gift Vehicles.