Planned Gifts Management creates gift records for your organization's planned giving, including information specific to numerous types of planned gift vehicles. You can record both the initial gift value and the gift's remainder value, store basic payout information for applicable gift vehicles, and keep track of multiple beneficiaries and relationships for a planned gift. In addition, when a planned gift consists of one or more assets, such as stock or property, you can itemize the assets.
For more information or to purchase the Planned gift tracker optional module, contact your account manager. For additional information, please refer to How to track planned gifts or the Planned Gift Tracker how-to guide (PDF).