Sometimes your main point of contact for a Planned Gift may be an external advisor like a financial planner, estate attorney, or tax professional. This process helps you link those contacts to your donor.
Step 1: Add a relationship to the contact record
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Navigate to the contact record of your donor
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Locate the "Manage Relationships" section
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Select "Add Relationships"
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Search for the relevant contact record (the advisor)
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Select the appropriate relationship type
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Click "Save/Search"
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Return to the contact record using the breadcrumb navigation
Step 2: Designate as a Planned Giving Contact
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Find the newly added relationship in the contact's relationships list
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Click the action dropdown menu (...) next to the relationship
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Select "Make Planned Giving Contact"
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This designates this person as the primary contact for planned giving matters
Step 3: Change the Planned Giving Contact (if needed)
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To change to a different contact, first remove the current one
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Click the action dropdown menu (...) next to the current Planned Giving Contact
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Select "Remove Contact"
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Only after removing the current contact can you designate another as the Planned Giving Contact
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Follow Step 2 to designate the new contact
Step 4: Link the relationship to a specific plan
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Navigate to the full Planned Giving Plan
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The designated Planned Giving Contact should be automatically associated with all plans
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If additional configuration is needed, this process requires verification
What else do you need help with?
- Understanding Planned Giving Plans
- How do I add a Planned Giving Plan?
- How do I manage follow-ups for Planned Gifts?