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Planned Gifts

Planned gifts are commitments donors make — typically as part of their estate planning process — to contribute to your organization at a future date. Depending on the method — or vehicle — a donor chooses to specify the gift conditions, the donor may receive a life-long income, payments to beneficiaries, or tax benefits. With PlannedGiftTracker, you can track these gifts from when donors commit to them to when your organization pays beneficiaries and receives final payments. On the record of a planned gift, you can view pertinent details and conditions of the contribution.

In addition to this information, you can also view which vehicle the donor selected to specify the gift conditions and related details under the vehicle’s name. For more information, see Planned Gift Vehicles.