Planned Giving Manager 6.0

Planned giving, sometimes called deferred giving, has traditionally been thought of as gifts individuals make near the end of their lifetimes. Although many planned gifts do involve wills and estates, they can be set up any time. Instead of focusing on age, the emphasis is more accurately placed on the word “planned,” indicating the detailed thought and planning required to set up the donation and how it will be managed over time. There are many kinds of planned gifts, ranging from simple bequests in a will or an estate plan to annuities, charitable remainder trusts, charitable lead trusts, pooled income, life insurance and life estates. Planned giving is one of the most effective ways a Non-Profit Charitable Organization can ensure its long-term viability, securing commitments for future donations today and watching them mature over the next five, ten and even twenty years. Creating a successful planned giving program comes with its own set of challenges. Tracking gifts in multiple systems, using confusing work-arounds, generating complicated reports and struggling to view a donor’s full history put the focus on administrative work instead of donors and can mean lost opportunities for your organization. PG Calc and Planned Giving Manager do the following: • Calculations for all gift types • Templates to jump-start cases • DemoClip demonstration slideshows • Donor-friendly gift descriptions • Side-by-side comparisons of gift types and gift amounts • Prototype gift annuity agreements • Gift annuity agreements for all 50 states • Color diagrams with your own logo • Tax reference material for advisors • Superb Online Help System • Seamless integration with MS Word, Excel and PowerPoint • Integration with Blackbaud's The Raiser's Edge®