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How do any of you handle the entry of Planned Giving gifts? We have not entered them in RE in the past. I have only been using the system for a year and want to know the most efficient way to handle them.
Thank you for all of your assistance in this matter.
When creating the gift make the gift type a legacy gift. With this gift type you can record the type of legacy, i.e. bequest, estate etc You can estimate the maturity date, link in the payments when the legacy is realised and track relationships with family members, solicitor etc You will also benefit from being able to run the built-in RE reports.