Gift Processing 2.0 Webinar Series · Part 4

Gift Planning: From Concept to Payout

Planned gifts represent some of the most significant commitments donors make to your institution. They are also among the most technically demanding to record, track, and reconcile. Estates, bequests, and life income vehicles each carry their own timelines, documentation requirements, and reporting rules, and the journey from a donor's first commitment to a fully realized gift can span years.

Part 4 of our Gift Processing 2.0 webinar series picks up where our last session left off, moving from complex gifts and DAFs into the planned giving space. We'll show you how QSS™ for Education Cloud provides smart automation and a purpose-built interface for accurate, easy entry and management of your legacy giving, from the moment a planned gift opportunity is identified through its final designation and payout.

What We'll Cover

• Estate gifts and bequests: how to record and track them accurately from intent through fulfillment
• Life income gifts, including charitable remainder trusts, and the reporting they require
• Moving a planned gift from opportunity to booked gift, and what that transition looks like in the system
• Tracking a gift's ultimate designation as life income and estate gifts mature toward payout
• Documentation standards that keep planned gifts audit-ready
• Keeping planned gifts reconciled alongside the rest of your gift data
• How QSS™ on Education Cloud can handle all of these scenarios natively and efficiently

Your Presenters

Jason Long

SVP of Marketing and Sales, Sleek

Joan Rees

Advancement Technical Specialist, Sleek

Catch Up on the Series