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Planned Gift Tracking Guide 020112 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. Begin by gathering all relevant information about the planned gift. This includes the donor's name, contact information, and any specific details about their planned gift, such as the type of asset being donated or the designated beneficiary.
2. Create a tracking sheet or spreadsheet with columns for each essential piece of information. These columns may include the donor's name, contact information, gift type, estimated value, planned giving vehicle, date of commitment, and any additional notes.
3. As you receive information about planned gifts, enter the details into the appropriate columns on the tracking sheet. Be sure to update the sheet regularly as new information becomes available or changes occur.
4. In addition to the donor's information, it is essential to include any key dates associated with the planned gift, such as the date the commitment was made, the date the gift is expected to be received, or the date the gift is distributed.
5. Consider including a section on the tracking guide for tracking follow-up actions, such as thank-you letters or updates sent to the donor. This will help ensure that proper stewardship and communication are maintained with the donor throughout the process.
6. Regularly review and update the tracking guide to ensure accuracy and completeness of information. This will help you stay informed about the status of each planned gift and allow for efficient reporting to stakeholders or management.
7. Finally, maintain confidentiality and privacy protocols when handling donor information. Ensure that the tracking guide is securely stored and accessible only to authorized personnel.

Who needs a planned gift tracking guide?

1. Nonprofit organizations or charitable institutions that rely on planned giving as a significant source of funding can benefit from using a planned gift tracking guide. It helps them keep track of various planned gifts and effectively manage donor relationships.
2. Development or advancement offices within educational institutions, such as colleges or universities, can employ a planned gift tracking guide to organize and manage the information related to the planned gifts received from alumni or other supporters.
3. Financial institutions that provide services or support for planned giving can also use a tracking guide to monitor and manage their clients' planned gifts, ensuring accurate record-keeping and timely communication.

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What is planned gift tracking guide?

Planned gift tracking guide is a tool used to monitor and manage donations that have been pledged but not yet received.

Who is required to file planned gift tracking guide?

Nonprofit organizations and charities are required to file planned gift tracking guide.

How to fill out planned gift tracking guide?

Planned gift tracking guide should be filled out by documenting details of pledged donations, such as donor information, gift amount, expected date of receipt, and any conditions or restrictions.

What is the purpose of planned gift tracking guide?

The purpose of planned gift tracking guide is to ensure that pledged donations are properly recorded, tracked, and ultimately received by the organization.

What information must be reported on planned gift tracking guide?

Information such as donor names, contact information, donation amounts, expected receipt dates, and any specific terms or conditions of the pledge should be reported on planned gift tracking guide.