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Planned Giving Records

Last post 01-29-2009 11:49 AM by Charlotte Ory. 1 replies.
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  • 01-29-2009 10:47 AM

    Planned Giving Records

    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.

  • 01-29-2009 11:49 AM In reply to

    Re: Planned Giving Records

    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.

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
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