Organize, track, and manage all stages of planned gifts.
- Gain a comprehensive view of existing and pending agreements
- Record and organize detailed beneficiary information
- Record contact information for attorneys and other related parties
- Ensure each planned step is completed on schedule by setting reminders for donor contacts
- Schedule acknowledgements for gifts
Identify candidates for planned gift solicitation.
- Get wealth screening information from integrated WealthEngine tools
- Run donor profile reports for detailed information on planned gift histories for individual donors
Get a full, accurate picture of donors, gifts and more.
- Track multiple contacts, beneficiaries, relationships, and gifts from one centralized location
- View the complete financial record of each planned gift
- Track market value histories to show the growth of your planned gifts