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Planned Gifts
The Planned Gifts form is used to hold information for a situation where
a constituent may wish to bestow funds on an institution as part of a
will, or living will. These gifts are typically made in the form
of a stock plan, trust, etc. as designated by the constituent.
To create Planned Gifts:
- On the Constituent
Window, click the blue More
tab to access the Planned Gifts
option. Click the Planned Gifts option to access the Planned
Gifts form. Any existing planned gifts display in the data grid.
Right-click on the data grid to open the Planned Gifts entry
form.
- Enter the Date
of Commitment.
- Enter the date of the planned
gift.
- Select the Vehicle
(such as 401K, Stock Plan, Living Trust, etc.) of the gift (Vehicle
Type glossary table).
- Select the Gift
Type (Gift Type glossary table).
- Select the Number
of Units, and then enter the Price
per Unit, and also the total Amount.
If these fields were previously empty or set to zero then the
amount will calculate automatically. If there was anything in
the fields then the amount will not calculate. This is by design
to prevent data lost from previously entered amounts.
- Enter the Beneficiary
name, usually the name of the institution, and any Notes,
if applicable.
- Click Add
to save this information, or Cancel
to exit without saving.
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