How do I use the Planned Giving Report?

Overview 

The Planned Giving Report provides a comprehensive overview of your planned giving program's health and performance. 

Step 1: Access the Planned Giving Report 

1. Navigate to the Reports section 

2. Locate and select the Planned Giving Report 

Step 2: Review the summary information 

The report will show key metrics including: 

1. Number of contacts with planned gifts 

2. Total revenue raised through planned giving 

3. Conversion rates from information requests to commitments 

Step 3: Customize the report 

1. Use available filters to focus on specific segments of your program 

2. Add or remove columns to display the information most relevant to your needs 

Step 4: Export or share the report 

1. After customizing the report, use export options to create shareable versions 

2. Choose the appropriate format for your needs 

3. Share with team members or leadership as needed 

Not quite what you were searching for?

• Navigate back to the Planned Giving Resource Index.