Planned giving

When you secure a planned gift, you secure a commitment for your organization’s mission—and its future.  Planned giving is a vital, long-term way for nonprofits to diversify their revenue sources. Particularly during periods of economic uncertainty, planned giving can play an important part in your overall fundraising plan. Major gifts can sometimes make up the top 10-20 percent of gifts to your organization and might even account for as much as 70-80 percent of your overall fundraising revenue, say experts. That's why ClearView CRM fundraising software offers everything your organization needs to make planned giving an important part pf your nonprofit's sources of income.

ClearView CRM fundraising software’s planned giving tools help you manage all stages of your planned giving program, from initial donor contact to gift receipts. You’ll be able to handle bequests, pooled income funds, trusts and charitable gift annuities.

Download Brochure

 

Organize, track, and manage all stages of planned gifts.

  • Gain a comprehensive view of existing and pending agreements
  • Record and organize detailed beneficiary information
  • Record contact information for attorneys and other related parties
  • Ensure each planned step is completed on schedule by setting reminders for donor contacts
  • Schedule acknowledgements for gifts

 

Identify candidates for planned gift solicitation.

  • Get wealth screening information from integrated WealthEngine tools
  • Run donor profile reports for detailed information on planned gift histories for individual donors

 

Get a full, accurate picture of donors, gifts and more.

  • Track multiple contacts, beneficiaries, relationships, and gifts from one centralized location
  • View the complete financial record of each planned gift
  • Track market value histories to show the growth of your planned gifts