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Planned Giving Manager Features
Tools at your fingertips
Planned Giving Manager is a highly robust planned giving calculations and proposal software. With it, you can:
- Rely on timely updates in response to changes in tax law or state requirements
- Prepare attractive, customized proposals and presentations in a variety of formats
- Use color diagrams branded with your organization’s logo
- Benefit from seamless integration with MS Word, Excel, PowerPoint, and Blackbaud’s The Raiser’s Edge and BBEC®
- Provide donors side-by-side comparisons of varying funding amounts and different types of gifts
- Create presentations for all common planned gift vehicles including bequest intentions, charitable gift annuities, charitable remainder trusts, retained life estates, charitable lead trusts, and more
- Calculate deductions and other values for gifts of cash, long term appreciated property, or short term appreciated property, alone or in any combination.
- Model a testamentary charitable remainder trust or gift annuity funded with retirement plan assets
- Create donor-specific and prototype gift annuity agreements for all 50 states
- Save time by storing and retrieving donor cases, customizing start-up defaults, and launching cases with your choice of over 60 proposal templates
- Provide informative reference material for donors’ advisors as they work with you to help reach gift decisions
- Determine "optimizer" values with a click of your mouse, including the maximum charitable remainder annuity trust payout rate that passes the 10% and 5% tests, the charitable lead annuity trust payout rate that produces a 100% deduction, and the bargain sale price that will make a donor's net tax $0
- Access PGM’s superb Online Help System
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