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As non-profit organizations strive to enhance their relationship with prospects, volunteers and donors, offering Planned Gift options has become increasingly important.

ENTERPRISE allows users to track their Planned Gifts using the 'base' application as well as the optional Planned Giving module. ACCESS is also in the process of building an interface with PG Calc's Gift Wrap software. This interface will allow users to generate detailed financial information for their planned gifts as well as maintain consistent data within their central ENTERPRISE database.

The Planned Giving module enhances the information stored with the ENTERPRISE application by allowing you to track Planned Gifts including:

  • Bequests
  • Income Trusts
  • Life Income Gifts

Depending upon the type of Planned Gift you are going to track, the Planned Gift window will change to allow data capture specific to that vehicle. (You are able to define the types of Planned Gifts that you are tracking, via the Planned Gift Vehicle code table. However, each Planned Gift will fall into one of the above three categories.)

The Planned Giving Module will also allow you to track relationships that apply specifically to a particular planned gift, for example a Donor/Attorney relationship.

You can manage the Contacts/Activities that relate to a particular Planned Gift. This contact and activity information will write to the Planned Gift default project (as site defined) within Prospect Management.

Finally, when Planned Gifts are received, it is possible to use the ENTERPRISE application to record gifts and relate them to a specific planned gift. From that planned gift, you are then able to view the historical gift information.

Please contact us for pricing or to learn more.



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