Each Planned Gift Vehicle type must meet certain, and potentially different, criteria.  All types MUST be in Accepted status, MUST have a Designation, and must have a gift amount.

The following must meet these other criteria as well:

Charitable gift annuity: Remainder value and Payout Information
Charitable remainder unitrust: Remainder value
Charitable remainder annuity trust: Remainder value
Charitable lead unitrust: Payout amount
Charitable lead annuity trust: Payout amount
Pooled income fund: Remainder Value and Payout Information
Life Insurance: Payout Information