How do I use specialized planned giving reports?

Overview 

Several specialized reports are available for different types of planned gifts, each providing detailed information about that specific gift type. 

Step 1: Determine which specialized report you need 

The available specialized reports include: 

1. Bequest Report - For tracking gift details, beneficiaries, distributions, pledges, and contributions 

2. Annuities Report - For tracking annuity details, beneficiaries, distributions, and contributions 

3. Trusts Report - For tracking trust details, beneficiaries, distributions, and contributions 

4. Pooled Income Funds Report - For tracking pooled funds, beneficiaries, distributions, and contributions 

Step 2: Access the appropriate report 

1. Navigate to the Reports section 

2. Locate and select the specific report you need (Bequest, Annuities, Trusts, or Pooled Income Funds) 

Step 3: Review the report details 

Each report will show: 

1. Gift-specific details related to the planned gift type 

2. Beneficiary information 

3. Intended distributions 

4. Related contributions or pledges (where applicable) 

Step 4: Customize and export as needed 

1. Apply any available filters to focus on specific information 

2. Use export options to create shareable versions of the report 

3. Share with relevant team members or leadership 

Not quite what you were searching for?

• Navigate back to the Planned Giving Resource Index.