Creating a Planned Giving Plan allows you to track and manage the cultivation process for potential planned gifts.
Step 1: Access the Planned Giving section
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Navigate to the contact record of your potential donor
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Locate the Planned Giving section in the right column panel
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Click to open the drawer and view options
Step 2: Start a new plan
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Select "Start a Plan" from the Planned Giving drawer
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This creates a new Planned Giving Plan with a default status of "Identification"
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You can select an alternative status if appropriate
Step 3: Add an information request (if applicable)
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If the donor has requested information about planned giving, select "Start a Plan and Add Information Request"
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Fill out the requested details about the information being sent
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The system will create a plan and set the status to "Identification" (unless you select an alternative option)
Step 4: Add a planned gift (if applicable)
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If you're adding a plan for a gift already committed to, select "Start a Plan and Add a Planned Gift"
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Select the appropriate gift type (Bequest, Trust, Charitable Gift Annuity, or Pooled Income Fund)
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Enter the required gift information
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Save the gift details
Step 5: View the full plan
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After creating the plan, select "View full plan" at the bottom of the drawer
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This allows you to update details and add notes or file attachments
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Use the contact record breadcrumb to navigate back to the contact view
What else do you need help with?
- Understanding Planned Giving Plans
- How do I manage follow-ups for Planned Gifts?
- How do I manage key relationships for Planned Giving?