Planned Giving Manager (PGM) and The Raiser's Edge (RE) and BBEC work together throughout the gift planning process, from initial planned gift proposal through completed gift.

Better gift planning process

• Track PGM planned gift illustrations in donor constituent records within RE
• Link PGM illustrations to RE proposals
• Revise gift plans easily by launching PGM from the RE proposal tab and modifying the PGM illustration Store PGM presentations in RE as PGM input files, Word documents, or pdfs

Better data entry for completed gifts

• Import PGM gift information to a new RE gift record quickly and accurately with RE’s New Gift wizard*
• Store RE Fund IDs in PGM to facilitate export to RE

Better tracking and documentation of planned gifts

• Complete documentation in PGM with gift annuity agreements, disclosure statements, and IRS Election statements
• Save PGM documents in Word or PDF format and then attach to RE constituent and gift records

See a slide show of how these features work

* Only available with the RE:PGTracker module or with BBEC