Establish multiyear philanthropic journeys for prospects and donors that include complex planned gifts, such as charitable gift annuities, trusts, life insurance, donor-advised funds, and bequests. Streamline and automate processes, reduce inefficiencies and risks, and ensure compliance with evolving legal and institutional policies.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
The Gift Planning app helps institutions project future gift values precisely, make long-term financial planning, and develop lifelong stewardship strategies. Your institution can strengthen donor relationships through transparent planning, personalized engagement, and stewardship that honors intent over time. Staff can use the app to:
- Manage gift planning activities, gift agreements, and donor gift concepts.
- Track recognition efforts related to complex planned gifts and record individual events or actions related to gift stewardship to fulfill gift agreements.
- Use actuarial tools to visualize gift concepts, model complex gift structures, and project future value.
- Automate gift calculation workflows.
- Customize configurable gift agreements to your institution's policies.
- Maintain legal oversight.
Explore the following resources to get started with Gift Planning.
- Prerequisites for Gift Planning in Education
Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records. - Gift Planning Records in Education
Gift Planning objects help you manage the details of donor concepts, planned gifts, and the records related to them. Use Gift Planning objects to track the status of donor concepts, planned gifts, and related records and make sure that you take care of them properly. Honor the donor's goals and align them with the institution's rules and requirements. Gift Planning involves the collaboration of these key roles—the Relationship Officer and the Planned Giving Officer. - Automate Planned Gift Calculation in Education
Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data. - Visualizations for Planned Gift Types in Education
The planned gift record page offers dynamic visualizations that automatically adapt to the structure of specific gift types. Select a gift type to get a Flexcard that shows only the fields that matter most, which streamlines review and data entry. - Configure the Person Account Lightning Page on the Gift Planning App in Education
Add the Person Account Lightning page to automate the fields in the Gift Planning app.