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Planned Gift Tracking Guide020112 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

How to fill out planned gift tracking guide

How to Fill Out a Planned Gift Tracking Guide:

1. Start by gathering all the necessary information regarding the planned gifts that your organization has received or expects to receive. This may include details such as the donor's name, contact information, gift type, date of the gift, estimated value, and any specific restrictions or conditions associated with the gift.
2. Create a clear and organized template for your planned gift tracking guide. This could be a spreadsheet, database, or any other tool that allows you to record and manage the collected information effectively. Be sure to include all the relevant fields that will help you streamline the tracking process.
3. Enter the donor's information into the tracking guide, including their name, address, phone number, email, and any additional pertinent details. This will ensure that you have accurate contact information readily available for future communication or documentation purposes.
4. Record the gift details for each donor. Include the type of planned gift, such as bequests, charitable remainder trusts, gift annuities, or life insurance policies. Indicate the date of the gift and its estimated value. If there are any specific restrictions or conditions related to the gift, make sure to note those as well.
5. Regularly update the tracking guide as new planned gifts are received or existing ones change in value or status. This will help you maintain an accurate record of your organization's planned giving program. Schedule periodic reviews to ensure the guide remains up to date and reliable.

Who Needs a Planned Gift Tracking Guide?

1. Nonprofit organizations or institutions that actively engage in planned giving programs greatly benefit from having a dedicated planned gift tracking guide. This includes charities, educational institutions, hospitals, and religious organizations.
2. Development and fundraising teams within these organizations rely on accurate and up-to-date tracking to effectively manage and maintain relationships with planned gift donors. The tracking guide provides a central repository of information that helps ensure compliance with legal requirements and facilitates strategic decision-making.
3. Board members and other key stakeholders involved in overseeing the organization's financial management and long-term planning can also benefit from having access to a comprehensive planned gift tracking guide. It allows them to monitor the progress of the organization's planned giving program and make informed decisions based on the accumulated data.

In summary, filling out a planned gift tracking guide involves collecting all the necessary information, creating an organized template, entering donor and gift details, and regularly updating the guide. Nonprofit organizations and their development teams, as well as board members and stakeholders, are among those who require and benefit from having a planned gift tracking guide.

For pdfFiller’s FAQs

What is planned gift tracking guide?

The planned gift tracking guide is a tool used to monitor and manage planned gifts received by an organization.

Who is required to file planned gift tracking guide?

Nonprofit organizations and charities that receive planned gifts are required to file a planned gift tracking guide.

How to fill out planned gift tracking guide?

The planned gift tracking guide should be completed with detailed information about each planned gift received, including the donor's information, the type of gift, and any restrictions or conditions.

What is the purpose of planned gift tracking guide?

The purpose of the planned gift tracking guide is to ensure proper management and reporting of planned gifts received by an organization.

What information must be reported on planned gift tracking guide?

The planned gift tracking guide should include details such as the donor's name and contact information, the estimated value of the gift, the date received, and any specific instructions or restrictions associated with the gift.

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