Does anyone have a solution to finding potential planned gift constituents in Raiser's Edge in order to implement a planned gift program? We've started with constituents who have a consecutive giving history of 10 years plus. I have done a search on the Knowledge Base and Blackbaud Analytic service...

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Our parent organization administers several annuities for us and we receive a % reevaluation on each of them at our fiscal year end. Historically, these reevaluations have been entered as cash gifts to the individuals records. That is fine execpt that all of the annuities have DEVALUED this year and...

Hey Jackie, I checked Knowledgebase, and the ability to apply a cash gift to multiple Planned Gifts has been filed as a suggestion in solution BB701327 . You can leave feedback on the Knowledgebase solution to let us know how this functionality affects you.

We have a cash gift to apply to a 2 person gift annuity. The person who has the gift annuity record is deceased. The spouse is alive and was soft credited with the gift annuity. We would like the cash gift to be on the live person's record, but we can't apply it because the live person doesn't...

We are beginning to ask for CGAs (Charitable Gift Annuity) gifts and plan on using Planned Gift Tracker and would like to hear from others who currently do CGA's with the Planned Gift Tracker Module. Thanks in advance. Michael Davidson, Database Administrator, WITF, Harrisburg, PA, Michael_Davidson...

We are trying to start a planned giving club and I'm wondering how others have started and identified the best prospects for planned giving. A birthday overlay will give us a good place to start but I would like to know how others have identified planned giving propects outside of just using birthdays...

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Bread for the World, a collective Christian voice urging our nation’s decision makers to end hunger at home and abroad, has an exciting opportunity for an individual to provide professional administrative and program support to the Director of Development, the major donor and membership team. This person...

You might want to review the last part of BB153368: How to track (add and realize) planned gifts . Hope this helps!