A list of the donor'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 constituent's planned giving:
1. From the Donor Plans task category in Donor360®, click Planned Giving.
A list of the donor's planned giving records display, as shown below.
2. To view an existing plan, click the hyperlink in the Plan Type column to open the Planned Giving screen.
3. To add a new plan, click the Add New Plan to add a new planned giving.
Click the Main Page link to return the overview donor information screen.