Tracking Planned Gifts

Prince A.

Hi All,

I am new to Raiser's Edge and would greatly appreciate your input and help. What is the best way to record planned gifts  in RE? And is there a way to state or indicate the purpose of the gift in Raiser's Edge? Example, a donor promises to leave a bequest of $100,000.00 to establish an endowment fund. We have the prospect module (I hope that helps). Thanks in advance for your help

Nicole S

Prince A.:

Hi All,

I am new to Raiser's Edge and would greatly appreciate your input and help. What is the best way to record planned gifts  in RE? And is there a way to state or indicate the purpose of the gift in Raiser's Edge? Example, a donor promises to leave a bequest of $100,000.00 to establish an endowment fund. We have the prospect module (I hope that helps). Thanks in advance for your help

 You can search the forums -- I believe this has been discussed.  We use the planned giving module, but many orgs use pledges and coding to denote planned gifts.