Planned giving in is a vehicle-driven way to track the various types of planned gifts, including: charitable gift annuities (CGA), charitable lead trusts (CLT), charitable remainder trusts (CRT), life estate, life insurance, and general planned gift expectancies. Planned gifts may be tied to a particular fund, project, appeal, etc. During gift entry, your staff is alerted of open planned gifts, so they may be tied directly to the payment upon its receipt.

• Gift Type, Term & Level
• Established Date
• Estimated or Face Value
• Cash Surrender Value
• Charitable/Non-charitable Value
• Valuation Date & Type
• Present Value & Date
• Value Adjustment & Date
• Income Payout
• Payout Begin Date
• Payout Term

Planned Giving also tracks:

• Payments received for the gift
• Beneficiaries and payment records
• Insurance Policy records
• People related to the gift including:
  - Attorneys
  - Executors
  - Agents
  - Trust Officers
  - Financial Planners