How do I add a Planned Gift to an existing plan?

Once you've established a Planned Giving Plan, you can add specific gift details as they become available. 

Step 1: Access the existing Planned Giving Plan 

1. Navigate to the contact record 

2. Open the Planned Giving drawer in the right column 

3. Select "View full plan" to access the complete Planned Giving Plan 

Step 2: Add a new gift 

1. From the full plan view, look for an option to add a new gift 

2. Select the type of Planned Gift you want to add: 

1. Bequest 

2. Trust 

3. Charitable Gift Annuity 

4. Pooled Income Fund 

Step 3: Enter gift details 

For Bequests: 

1. Indicate the source (will, bequeathed assets, retirement fund, life insurance) 

2. Enter any known financial details 

For Trusts: 

1. Select the Trust Type (Unitrust, Annuity Trust, Remainder Trust, or Charitable Lead Trust) 

2. Select the Trust Category (Unitrust, Regular Trust, Net Income Trust, etc.) 

3. Enter financial details 

For Charitable Gift Annuities: 

1. Enter the gift amount 

2. Record the fixed income payment details 

3. Add any tax deduction information 

For Pooled Income Funds: 

1. Enter contribution amount 

2. Add any relevant investment details 

Step 4: Save the gift information 

1. Review all entered information for accuracy 

2. Save the gift details 

3. The gift will now appear as part of the Planned Giving Plan 

4. The gift type will also appear on the Contact Record under "Ask Type" 

What else do you need help with? 

• Understanding Planned Giving Plans 
• How do I manage follow-ups for Planned Gifts? 
• How do I update Planned Giving information in bulk?