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Prospects, Planned Gifts & Production Reports (5159)
Track: Advancement
Program Code: 5159
ADDITIONAL PRESENTER / PANELIST:
Glenn Pittsford, Vice President for Gift Planning, Texas A&M Foundation
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Lisa Skinner, Data Information Analyst, Texas A&M Foundation
Description
The Texas A&M Foundation is using Advance's Planned Gift screens to capture planned giving activity to Texas A&M University. With a bit of modification, we are able to track the expected values, the realized amounts, and the beneficiaries of these gifts. This presentation will cover the planned gift entry process, the automation we have implemented to ease entry, the reconciliation of realized gifts, as well as the reporting solutions we have created to track the total dollars of planned giving to Texas A&M University.


Audio Synchronized to PowerPoint
(Code: 5159)
Virtual Attendee: Free
  
This session is a part of:
Audio Synchronized to PowerPoint
(Code: 5159)
Attendee:Free
Authorized NON-Attendee:$25 USD
  
This session is a part of:
Handout Online
(Code: 5159)
Attendee:Free
Virtual Attendee:Free
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