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With the optional module PlannedGiftTracker, you can create gift records for your organization’s planned giving,
including information specific to numerous types of planned gift vehicles. You can record both the initial gift value
and the gift’s remainder value, store basic payout information for applicable gift vehicles, and keep track of
multiple beneficiaries and relationships for a planned gift. In addition, when a planned gift consists of one or
more assets, such as stock or property, you can itemize the assets.
Because information concerning planned gifts can be very sensitive, PlannedGiftTracker includes security settings
so you can restrict access to this information based on security groups. Users without rights to
PlannedGiftTracker cannot enter or view gift information or generate reports for planned gifts. For more
information about the planned gifts security options, see the Configuration & Security Guide.
In addition, PlannedGiftTracker includes two reports, allowing authorized users to view and print gift information.
These reports incorporate a Columns tab that provides greater flexibility to select and organize the information
to appear. For more information about these reports, see the Reports Guide and Sample Reports Guide.
Frequently Used Terms
This section defines words and phrases you need to know as you work with planned giving. If you come across an
unfamiliar term when you read this or any chapter in The Raiser’s Edge documentation, check the online glossary
in the help file.
Bequest. A bequest planned gift is the most basic form of a planned gift. It includes a donor transfer of assets to a
recipient(s) upon a donor’s passing.
Discount Rate Percent. The IRS determines (and values each month) the discount rate percent. The discount rate
percent is an estimate of the annual rate of return on invested gift assets, used to help determine charitable
deductions applicable for some types of planned gifts.
Expected Maturity Year. Expected maturity year is the year in which it is estimated that all conditions for the
planned gift are met and the balance of the gift is allocated to the final recipient. This may be the year the last
beneficiary is estimated to pass away, it may be based on a fixed time period, or it may be stated by another
way the terms of the gift vehicle dictates. The Raiser’s Edge does not calculate the expected maturity year.
You enter the expected maturity year in the Expected maturity year field on the Gift tab of the planned gift
record.
Flexible Deferred. Flexible deferred planned gifts apply to gift annuities only. With a flexible deferred planned gift,
payments can be deferred for a period of time selected by the donor.
Gift Annuity. A gift annuity gives assets to an organization from a donor. In exchange, the organization agrees to
pay specified beneficiaries a fixed amount of money each year for life. The organization can pay the
beneficiary in installments. When the last beneficiary passes away, the remainder of the annuity belongs to
the organization.
Gift has been realized. Once all scheduled payments from the planned gift are made and the final balance of the
gift is allocated to the final recipient(s), mark Gift has been realized on the Gift tab of the Planned Gift record.
When you mark this checkbox, you indicate the gift has fully matured. In Reports, you can filter planned giving
reports based on the Gift has been realized checkbox. For more information about planned giving reports,
see the Reports Guide and the Sample Reports Guide.
Lead Annuity Trust. A lead annuity trust is similar to a remainder annuity trust. The exception is that a lead
annuity trust’s payments are made to the organization instead of the beneficiaries. When the trust term ends,
the remainder of the assets are returned to the donor, rather than the organization.
Note: You may have previously added planned gifts in The Raiser’s Edge as Other gift records using Gift
attributes, Gift subtypes, or Gift codes. If so, you can use the Planned Gifts Migration Tool to migrate these
gifts to records with a gift type of Planned Gift. For more information about this tool, see Appendix A in this
guide.