Does anyone track in Raiser's Edge gift annuity payments made to donors? We do not have the Planned Gift Tracker, nor do we interface with Financial Edge. Thanks.

Anyone currently using the Planned Gift Tracker? Can you email me and please let me know if it is worthwhile to purchase? How is functionality/reporting? I would appreciate any information/advice you can give. Please email me directly at claudia.losek@promedica.org

We have the Planned Gift Tracker and are setting up policies and procedures. What gift type do you use for payments on a planned gift? The choices are cash or other. If we use "cash" or even "other" it may get double counted. There isn't a gift type of planned gift-payment. Thanks...

Hi Rebekah, We don't have the Planned Gift Module, but do track our planned gifts through the Prospect Tab. I have procedures for this, which I've attached. They may help. Karen

Hi all, I'm wanting to re-vamp the Hospital's protocol for entering planned gifts, but do not have a lot of experience with the Planned Giving Module. Ultimately, I'd like to be able to run reports (canned reports from RE or create custom reports) on this data. Currently, we only have about...

Kathi, not sure what optional modules you have. Gift type of "Planned Gift" is a gift type available only in PlannedGiftTracker module. The 'gift type' field is set in software. I don't believe you have the option to add gift types. You can create gift sub-types but not an easy...

The USA Swimming Foundation serves as the philanthropic arm of USA Swimming. Established in 2004, the Foundation works to strengthen the sport by saving lives and building champions. Whether we’re equipping our children with the life-saving skill of learn-to-swim, or providing financial support to our...

I need some help from anyone using the RE Planned Gifts module. I need to understand how to handle annuities - what should be the gift amount, how to handle stock, when the gifts is realized and the proper way to record all of this - basically everything. I know RE very well, but I'm in the dark...

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Cathy, I've attached my procedures for our Prospect/Proposal tab. We use for cash and planned gifts. Let me know if you have questions. Karen