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.
Required Editions
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
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Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
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The Relationship Officer is the initial point of contact, focusing on building and
maintaining relationships with potential and existing donors. They also make sure that the
institution's goals are met and that planning intentions are kept throughout their lives.
These objects help the Relationship Officer to accomplish their goals.
- Donor Gift Concept
- Provide a single location where all proposed gift concepts can be managed and tracked to
ensure easy access in an organization to better serve their constituents.
- Gift Agreement
- Track all agreements to accept gifts. For example, an agreement to accept US$1,000,000
in exchange for the naming rights for a building.
Planned Giving Officers manage the details of planned gifts, track their status, and make
sure that planned gifts are handled correctly. Relationship Officers can honor the donor's
goals while following the institution's policies and requirements.
These objects help the Planned Giving Officer track planned gifts.
- Planned Gift
- Manage details of planned gifts, track their status, and ensure proper stewardship so
that Planned Giving Officers can honor the donor's intentions while adhering to the
institution's policies and requirements.
- Planned Gift Performance
- Monitor how a gift performs over time in terms of returns, expenses and payouts, so that
Planned Giving Officers can make sure that the performance aligns with the financial terms
outlined in the gift agreement.
- Planned Gift Annuity Rates
- Store and apply annuity rates so that Planned Giving Officers can calculate payments for
charitable gift annuities.
- Gift Value Forecast
- Track the value of a gift over time, including initial value, future projections, and
updates to ensure proper financial oversight.
- Gift Stewardship
- Aggregate all stewardship-related activities, preferences, and outcomes, providing a
holistic view of each donor’s engagement with the institution and making sure that the
donor’s intentions are honored.
- Gift Stewardship Activity
- Track and manage all stewardship efforts systematically, such as donor recognition
events, site visits, program updates, and fulfillment milestones. Facilitate timely and
effective engagement with donors.
- Gift Actuary Entry
- Provide the foundational data needed for accurate projections of gift values, including
life expectancy and discount rates.
