A list of the household's planned giving records display, as shown below.
Planned giving usually involves a major donation that is structured and that integrates sound personal, financial, and estate-planning concepts with the donor’s plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal document, such as a will or a trust.
To view a household's planned giving in Household360:
1. From the Household Member Gifts & Orders task category in Household360, click Planned Giving.
A list of the household's planned giving records display, as shown below.
2. Double-click a record in the grid to open the household/member in Donor360®.
3. Click the Main Page link to return to the overview page, as shown below.
