PeopleSoft Contributor Relations 9.0 PeopleBook

Managing Planned Giving Prospects

This chapter provides an overview of managing planned giving prospects, lists common elements, and discusses how to:

Track bequests.
Track trusts.
Track gift annuities.
Track pooled income funds.
Work with a planned giving profile.

Understanding Planned Giving Prospect Management

To effectively manage prospects, you must quickly evaluate constituents, create comprehensive cultivation-activity plans, and constantly monitor and revise those plans. Contributor Relations enables you to do this by maintaining extensive prospect information and providing tools that you can use to effectively implement and manage cultivation plans.

Planned giving prospect management involves tracking planned giving prospects, or prospective donors, from the point of discovery through elevation to prospect, cultivation, and, subsequently to becoming a donor of one or more planned gifts to your institution.

For planned gifts, the information that you track is different from the information for standard gifts that are entered through gift and pledge sessions. With planned giving, you track basic gift information and translate present and future values for reporting and estimating the effect that today's gift will have on your institution when the gift matures.

You can enter data that is related to a particular planned gift, but no processing to your institution's financial system or interaction with external planned giving applications is supported.

Common Elements Used in This Chapter

For	Describe how the planned gift is to be distributed.
Business Unit	Select the business unit to which the planned gift is allocated. The Designation field displays the values that you defined for the setID that is associated with this business unit. If you have already selected a designation, then change the business unit, and your selections are backed out.
Designation	Select the designation to assign. Designations are funds at your institution to which donations can be allocated.
Type	Select a type for the intended distribution. Values are: Interim: The designation is a temporary holding site for the planned gift. Ultimate: The gift remains in the designation that you select. Values for this field are delivered with the system as translate values. You can modify these translate values.
Amount	Enter the amount to be distributed to the designation that you select.
ID and Name	Enter either an ID or a name. If you enter an ID, the Name field becomes display-only. If you enter a name, you cannot enter an ID.
Alliance	Select the value that describes the contact's connection to the planned gift. Values for this field are delivered with the system as translate values. You can modify these translate values.
Address	If the external contact does not have an ID in the system, click this link to enter address information on the Address Detail page for the external contact.
Staff ID	Select the staff ID of each staff member who is associated with the planned gift.
Role	Select the role of the assigned staff. Roles are determined by your institution and include values such as Prospect Manager, Solicitor, and Campaign Manager.
Inst Est Value (institution estimated value)	Enter the expected value to your institution of the planned gift.
Inst Actual Value	Enter the amount received by your institution.
Irrevocable	Select if the planned gift agreement cannot be revoked.
Campaign	Select the campaign associated with the planned gift. Campaigns are established by your institution. A campaign is an organized institutional effort that is targeted to a specific constituency that occurs over a specified period with specific purposes and goals.
Comments	Enter any additional comments about the planned gift.
Date of Birth and SSN (Social Security Number)	If you entered an ID, the person's date of birth and social security number appear, if they exist in the system. If you entered a name, you can enter this additional information. The Date of Birth field accepts both partial and complete dates. The system does not format this date field, so enter the date as it should appear.
Estimated Value	Enter the estimated value of the beneficiary's portion of the donor's planned gift.
Actual Value	Enter the beneficiary's or institution's payout.
Address	If the beneficiary does not have an ID in the system, click this link to enter address information for the beneficiary.
Item Type	Select an item type for each associated account at your institution. Item types are defined by your institution. The values from which you can select include the item types that are associated with your institution's default setID.
Type	Select the type of account that is being used to manage the trust. Values are: Asset, Liability, and Reserve. Values for this field are delivered with the system as translate values. You can modify these translate values.
Details	Click the link on any line to view more detailed information.

Tracking Bequests

This section provides an overview of bequests and discusses how to:

Define bequest details.
Define constituent bequest details.
Define institutional bequest information.

Understanding Bequests

You can track:

Information that is related to bequests that are made to benefit your institution, including original bequests and those that are made or amended in a codicil.
Designations at your institution that benefit from the bequest.
Estimated value, actual value, and maturity date of the bequest.
External contacts and staff members at your institution who handle the bequest.

Pages Used to Track Bequests

Page Name	Definition Name	Navigation	Usage
Bequest Detail	AV_BEQUEST_DTL	Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Detail	Enter information about a constituent's bequest to your institution.
Bequest Detail 2	AV_BEQUEST_DTL2	Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Detail 2	Enter additional information about a constituent's bequest to your institution.
Bequest Information	AV_BEQUEST_INFO	Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Information	Enter information about the distribution, external contacts, and assigned staff of the planned gifts to your institution.

Defining Bequest Details

Access the Bequest Detail page (Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Detail).

This component enables you to track multiple bequest instruments that will benefit the institution on the demise of the donor.

Important! When you delete bequests at this level, the system deletes all child records as well.

Bequest Name	Name each bequest to differentiate multiple bequests from the same donor within the system. The name then appears on all pages of the component.
Bequest Date	Enter the date that the bequest was made or that your institution learned of the bequest. The default is the current date.
Est Maturity (estimated maturity)	Enter the estimated date of maturity.
Est Estate (estimated estate)	Enter the anticipated total value of the estate when the bequest matures.
Present Value	Restate the estimated estate, adjusted for future inflation.
Bequest Status	Select Advised-Verbal (the default), Advised-Written, In Probate, or Matured. The values for this field are delivered with the system as translate values. You can modify these translate values.
Status Dt (status date)	The system displays the date that the bequest status was most recently updated.
Act Maturity (actual maturity)	Enter the date of actual maturity.
Act Estate (actual estate)	Enter the total amount of the estate.

Benefit to Institution

Estimated Value and Pct (percent)

Enter the estimated value of the bequest or the percentage of the bequest that benefits your institution.

Other Beneficiaries

Beneficiary or Name	Select the ID or enter the name of the beneficiary.
Estimated Value and Pct (percent)	Enter the estimated value or the percentage of the estate that has been willed to the beneficiary whom you identified in the Beneficiary or Name field.

Defining Constituent Bequest Details

Access the Bequest Detail 2 page (Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Detail 2).

Assets

Asset Category	If assets are named in the will, you can select an asset category. Asset categories are defined on the Asset Types page.
Description	Enter a description (up to 60 characters) of the asset that is named in the will.
Asset Value	Enter the estimated monetary value of the asset.
Value Date	Enter the date on which the asset value was determined.

Codicils

Date	If the bequest has been amended, select the codicil date.
Action to Will	Enter a brief description of the action taken, such as beneficiary change, amount change, and so on.
Description	Enter a more detailed description of the amendment.

Installments

Expected Date	If the amount bequeathed is to be paid to your institution in installments, enter the expected date of each installment.
Expected Amount	If the amount bequeathed is to be paid to your institution in installments, enter the expected amount of each installment.
Actual Date and Actual Amount	When an installment is paid, enter the date and amount received.

Defining Institutional Bequest Information

Access the Bequest Information page (Contributor Relations, Prospect Management, Planned Giving, Bequests, Bequest Information).

Attachments

Click the View link to open the attachment in a new window. Click the Add Attachment button to upload a new attachment from within the component.

Tracking Trusts

You can track information that is related to trusts and benefits your institution. You can track various types of trusts, their values, the gifts made to them, their beneficiaries, and so on.

In addition, you can indicate the designations that benefit from the trust and the external contacts and staff members who handle the trust at your institution.

This section discusses how to:

Define trust details.
Define trust gift information.
Define trust account information.
Define trust beneficiaries.
Define institutional trust information.

Pages Used to Track Trusts

Page Name	Definition Name	Navigation	Usage
Trust Detail	AV_TRUST_DTL	Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Detail	Enter information about a donor's trust that benefits your institution.
Trust Gift Information	AV_TRUST_GINFO	Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Gift Information	Record information about additional gifts made to an established trust.
Trust Account Information	AV_TRUST_AINFO	Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Account Information	Track accounts that are associated with a trust that benefits your institution.
Trust Beneficiary	AV_TRUST_BFCY	Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Beneficiary	Track information about the benefit that your institution expects to receive and additional beneficiaries to a trust.
Trust Information	AV_TRUST_INFO	Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Information	Enter information about the distribution, external contacts, and assigned staff of a planned gift to your institution.

Defining Trust Details

Access the Trust Detail page (Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Detail).

Trust Name and Trust ID

Enter a trust name (up to 60 characters long) and trust ID (up to 20 characters long).

Note. The trust ID serves as an IRS tax ID number and should not be duplicated from one trust to another.

Trust Type

Select a trust type. Values are Unitrust, Annuity Trust, Remainder Trust, and Charitable Lead Trust. Trust types are defined on the Setup Trust Type page.

Trust Category

Select a trust category. Values are Unitrust, Regular Trust, Net Income Trust, Net Income Trust with Make-Up, and Dry Charitable Remainder Trust. Trust categories are defined on the Setup Trust Category page.

Trust Term

Select the term that must be met before the trust is paid out. Values are Fixed Number of Years, One Life, and Two Lives.

Principal

Enter the amount of money with which the trust was funded.

Trust Status

Select the current state of the trust. Values are Active, Inactive, Matured, and Under Agreement.

Inception Date

Select the date that the trust commitment with your institution was reached. This date may or may not be the same as the start date.

Est Maturity

Select the date that the trust will mature.

Trustee Fees

Enter the amount of any fees that must be paid to the trustee.

Payout Type

Select the payout type. Values are Fixed Amount and Percent. Values for this field are delivered with the system as translate values. You can modify these translate values.

Amount

If you selected a payout type of Fixed Amount, enter the amount of each payout in this field.

Payout Term

Select the frequency with which payouts are made. Values are Annual, Bi-Annual, Bi-Month, Monthly, and Quarterly.

Values for this field are delivered with the system as translate values. You can modify these translate values.

Percent

If you selected a payout type of Percent, enter the percentage of the trust that is given in each payout.

Trust Value

Value Date	Select the date the valuation is set.
Market Value	Enter the monetary value of the trust according to today's market.
Future Value	Enter the estimated monetary value of the trust on its maturity date.
Value Source	Enter a description (up to 25 characters) of the person or publication that provides information about the trust's valuation.

Defining Trust Gift Information

Access the Trust Gift Information page (Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Gift Information).

Gift Amount and Gift Type

For each gift to the trust, enter the gift amount and select a gift type.

Gift Date

Select the date on which the gift was received by your institution.

Value Date

Select the date the valuation was set.

Future Value

Enter the estimated value of the new gift on its maturity date.

Liability

Enter the obligation to your institution for the additional payout for the new gift.

Value Source

Enter a description of the person or publication providing information about the estimated value.

Total Contributions

Enter the total amount paid to the trust by the donor.

Total Income

Enter the total amount paid from the trust to the donor.

Defining Trust Account Information

Access the Trust Account Information page (Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Account Information).

Date and Balance

Enter the date and associated account balance. You can track multiple account balances by date.

Last Updated

The system displays the date and name of the person who last updated the information on this page.

Defining Trust Beneficiaries

Access the Trust Beneficiary page (Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Beneficiary).

Defining Institutional Trust Information

Access the Trust Information page (Contributor Relations, Prospect Management, Planned Giving, Trusts, Trust Information).

Attachments

Click the View link to open the attachment in a new window. Click the Add Attachment button to upload a new attachment from within the component.

Tracking Gift Annuities

You can track information about gift annuities set up to benefit your institution. You can track various types of annuities, their rates, the assets that are used to fund them, the accounts that are associated with them, their beneficiaries, and their distribution.

This section discusses how to:

Define gift annuity details.
Define gift annuity beneficiaries.
Define institutional gift annuity information.

Pages Used to Track Gift Annuities

Page Name	Definition Name	Navigation	Usage
Gift Annuity Details	AV_GIFTAN_DTL	Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Details	Enter detailed information about a donor's gift annuity to your institution.
Gift Annuity Beneficiaries	AV_GIFTAN_BFCY	Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Beneficiaries	Track information about the benefit that your institution expects to receive and additional beneficiaries to a trust.
Gift Annuity Information	AV_GIFTAN_INFO	Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Information	Enter information about the distribution, external contacts, and assigned staff of a planned gift to your institution.

Defining Gift Annuity Details

Access the Gift Annuity Details page (Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Details).

Gift Annuity Name

Enter the formal gift annuity name (up to 60 characters).

Gift Annuity Type

Select a gift annuity type, Charitable or Deferred.

Values for this field are delivered with the system as translate values. You can modify these translate values.

Deferral Period

If you selected a gift annuity type of Deferred, enter the number of years that the annuity will be deferred.

Rate

Enter the rate at which payouts will be made to the donor over the term of the annuity. Your institution determines the rate based on the age of the donor at the time the gift is made.

Inception Date

Enter the date on which the gift annuity was established.

Gift Annuity Status

Select a gift annuity status:

Active: Select to add a new gift annuity.

Inactive: Select if your institution no longer recognizes this gift annuity.

Asset Category

Select the asset category that describes the assets used to fund the gift annuity. Asset categories are defined by your institution.

Gift Amount

Enter the gift amount of the contribution that was used to create the gift annuity.

Reserve

Enter the amount that your institution must carry to fund the annuity.

Gift Annuity Date

Enter the date that the contribution to fund the gift annuity was made to your institution.

Liability

Enter the amount that your institution is committed to pay out over the life of the gift annuity.

Defining Gift Annuity Beneficiaries

Access the Gift Annuity Beneficiaries page (Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Beneficiaries).

Defining Institutional Gift Annuity Information

Access the Gift Annuity Information page (Contributor Relations, Prospect Management, Planned Giving, Gift Annuities, Gift Annuity Information).

Attachments

Click the View link to open the attachment in a new window. Click the Add Attachment button to upload a new attachment from within the component.

Tracking Pooled Income Funds

You can maintain information about the pooled income funds established at your institution for donors. For each donor who participates in a fund, you can track the units held, their value, additional gifts made, and so on. In addition, you can track information about the beneficiaries of the fund and distribution information.

This section discusses how to:

Define pooled income fund details.
Define pooled income fund beneficiaries.
Define institutional pooled income fund information.

Pages Used to Track Pooled Income Funds

Page Name	Definition Name	Navigation	Usage
Pooled Income Details	AV_PINC_DTL	Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Details	Enter information about a pooled income fund at your institution and the donor's contributions to the fund.
Pooled Income Beneficiaries	AV_PINC_BFCY	Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Beneficiaries	Track information about the benefit that your institution expects to receive and additional beneficiaries to a pooled income fund.
Pooled Income Information	AV_PINC_INFO	Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Information	Enter information about the distribution of the planned gift to your institution, external contacts, and assigned staff.

Defining Pooled Income Fund Details

Access the Pooled Income Details page (Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Details).

Pooled Income Fund Name

Enter the formal pooled income fund name (up to 60 characters).

Pooled Income Fund Type

Select a pooled income fund type. Values include Balanced, High Yield, and any values your institution defines.

Values for this field are delivered with the system as translate values. You can modify these translate values.

Total Contributions

Enter the total contributions made by this donor to the pooled income fund.

Inception Date

Select the date on which the pooled income fund agreement was established.

PIF Status (pooled income fund status)

Select the PIF status. Values are:

Active: Select when you add a new pooled income fund.

Inactive: Select if your institution no longer recognizes this donor's participation in the fund.

Units

Units Held	Enter the total number of units that the donor has purchased in the pooled income fund.
Unit Value	Enter the monetary value of a single unit in the pooled income fund.
Total Value	Enter the total value of the units that the donor has purchased from within the pooled income fund.
Date	Select the date on which the total value was set.

Gift Information

Gift Amt (gift amount)	If the donor purchases additional units in the pooled income fund, enter the amount of the gift used to purchase the units.
Units Purch (units purchased)	Enter the number of units that the gift amount purchased in the pooled income fund.
Date	Select the date that the gift was made to purchase units in the pooled income fund.
Value Date	Select the date that the valuation is set.
Present Value	Enter the present value of the pooled income fund in today's market.
Liability	Enter the amount of liability created for your institution by the addition of units to the constituent's total units in the fund.

Defining Pooled Income Fund Beneficiaries

Access the Pooled Income Beneficiaries page (Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Beneficiaries).

Defining Institutional Pooled Income Fund Information

Access the Pooled Income Information page (Contributor Relations, Prospect Management, Planned Giving, Pooled Income Funds, Pooled Income Information).

Attachments

Click the View link to open the attachment in a new window. Click the Add Attachment button to upload a new attachment from within the component.

Working with a Planned Giving Profile

This section discusses how to:

View a planned giving profile.
View bequest details.
View trust details.
View gift annuity details.
View pooled income fund details.

Pages Used to Work with a Planned Giving Profile

Page Name	Definition Name	Navigation	Usage
Planned Giving Profile	AV_PG_PROFILE AV_PG_PROFILE1	Contributor Relations, Prospect Management, Planned Giving, Update Planned Giving Profile Contributor Relations, Prospect Management, Planned Giving, View Planned Giving Profile	Summarize information about a constituent's participation as a prospective or actual donor of a planned gift.
Bequest Detail	AV_BEQUEST1_SP	Click a Bequest link on the Planned Giving Profile page.	View additional information about a bequest, including any assets, codicils, installments, or comments.
Trust Detail	AV_TRUST1_SP	Click a Trust link on the Planned Giving Profile page.	View information about a trust and its beneficiaries.
Gift Annuity Detail	AV_GIFTAN1_SP	Click a Gift Annuity link on the Planned Giving Profile page.	View information about a gift annuity, its account information, and its beneficiaries.
Pooled Income Fund Detail	AV_PINC1_SP	Click a Pooled Income Fund link on the Planned Giving Profile page.	View detailed information about a donor's portion of a pooled income fund.

Viewing a Planned Giving Profile

Access the Planned Giving Profile page (Contributor Relations, Prospect Management, Planned Giving, Update Planned Giving Profile).

Initial Request Date

Enter the date on which the donor first inquired about a planned gift.

Initial Response Date

Enter the date on which your institution responded to the donor's request for information.

PG Status (planned giving status)

Select a planned giving status. Values include Prospect, Suspect, In Discussion, Proposal Pending, and Donor.

Values for this field are delivered with the system as translate values. You can modify these translate values.

Include on PG Mailing List (include on planned giving mailing list)

Select to include the donor in your institution's planned giving mailing list.

Planned Gift Name

Click any linked name to view its specifics on the appropriate detail page.

Irrevocable

This check box is selected if the planned gift is not able to be retracted by the donor and is marked as irrevocable on the Trust or Gift Annuity page.

Viewing Bequest Details

Access the Bequest Detail page (Click a Bequest link on the Planned Giving Profile page).

All group boxes are collapsible and expandable. If a group box is collapsed upon entering the page, it has no data. You can print this page using your browser's print functionality. The fields on this page are the same as those in the Bequest Details component.

Click the View link in the Attachments group box to open the attachment in a new window.

See Tracking Bequests.

Viewing Trust Details

Access the Trust Detail page (Click a Trust link on the Planned Giving Profile page).

Click the View link in the Attachments group box to open the attachment in a new window.

See Tracking Trusts.

Viewing Gift Annuity Details

Access the Gift Annuity Detail page (Click a Gift Annuity link on the Planned Giving Profile page).

Click the View link in the Attachments group box to open the attachment in a new window.

See Tracking Gift Annuities.

Viewing Pooled Income Fund Details

Access the Pooled Income Fund Detail page (Click a Pooled Income Fund link on the Planned Giving Profile page).

Click the View link in the Attachments group box to open the attachment in a new window.

See Tracking Pooled Income Funds.

Trust Name and Trust ID	Enter a trust name (up to 60 characters long) and trust ID (up to 20 characters long). Note. The trust ID serves as an IRS tax ID number and should not be duplicated from one trust to another.
Trust Type	Select a trust type. Values are Unitrust, Annuity Trust, Remainder Trust, and Charitable Lead Trust. Trust types are defined on the Setup Trust Type page.
Trust Category	Select a trust category. Values are Unitrust, Regular Trust, Net Income Trust, Net Income Trust with Make-Up, and Dry Charitable Remainder Trust. Trust categories are defined on the Setup Trust Category page.
Trust Term	Select the term that must be met before the trust is paid out. Values are Fixed Number of Years, One Life, and Two Lives.
Principal	Enter the amount of money with which the trust was funded.
Trust Status	Select the current state of the trust. Values are Active, Inactive, Matured, and Under Agreement.
Inception Date	Select the date that the trust commitment with your institution was reached. This date may or may not be the same as the start date.
Est Maturity	Select the date that the trust will mature.
Trustee Fees	Enter the amount of any fees that must be paid to the trustee.
Payout Type	Select the payout type. Values are Fixed Amount and Percent. Values for this field are delivered with the system as translate values. You can modify these translate values.
Amount	If you selected a payout type of Fixed Amount, enter the amount of each payout in this field.
Payout Term	Select the frequency with which payouts are made. Values are Annual, Bi-Annual, Bi-Month, Monthly, and Quarterly. Values for this field are delivered with the system as translate values. You can modify these translate values.
Percent	If you selected a payout type of Percent, enter the percentage of the trust that is given in each payout.

Gift Amount and Gift Type	For each gift to the trust, enter the gift amount and select a gift type.
Gift Date	Select the date on which the gift was received by your institution.
Value Date	Select the date the valuation was set.
Future Value	Enter the estimated value of the new gift on its maturity date.
Liability	Enter the obligation to your institution for the additional payout for the new gift.
Value Source	Enter a description of the person or publication providing information about the estimated value.
Total Contributions	Enter the total amount paid to the trust by the donor.
Total Income	Enter the total amount paid from the trust to the donor.

Date and Balance	Enter the date and associated account balance. You can track multiple account balances by date.
Last Updated	The system displays the date and name of the person who last updated the information on this page.

Gift Annuity Name	Enter the formal gift annuity name (up to 60 characters).
Gift Annuity Type	Select a gift annuity type, Charitable or Deferred. Values for this field are delivered with the system as translate values. You can modify these translate values.
Deferral Period	If you selected a gift annuity type of Deferred, enter the number of years that the annuity will be deferred.
Rate	Enter the rate at which payouts will be made to the donor over the term of the annuity. Your institution determines the rate based on the age of the donor at the time the gift is made.
Inception Date	Enter the date on which the gift annuity was established.
Gift Annuity Status	Select a gift annuity status: Active: Select to add a new gift annuity. Inactive: Select if your institution no longer recognizes this gift annuity.
Asset Category	Select the asset category that describes the assets used to fund the gift annuity. Asset categories are defined by your institution.
Gift Amount	Enter the gift amount of the contribution that was used to create the gift annuity.
Reserve	Enter the amount that your institution must carry to fund the annuity.
Gift Annuity Date	Enter the date that the contribution to fund the gift annuity was made to your institution.
Liability	Enter the amount that your institution is committed to pay out over the life of the gift annuity.

Pooled Income Fund Name	Enter the formal pooled income fund name (up to 60 characters).
Pooled Income Fund Type	Select a pooled income fund type. Values include Balanced, High Yield, and any values your institution defines. Values for this field are delivered with the system as translate values. You can modify these translate values.
Total Contributions	Enter the total contributions made by this donor to the pooled income fund.
Inception Date	Select the date on which the pooled income fund agreement was established.
PIF Status (pooled income fund status)	Select the PIF status. Values are: Active: Select when you add a new pooled income fund. Inactive: Select if your institution no longer recognizes this donor's participation in the fund.

Initial Request Date	Enter the date on which the donor first inquired about a planned gift.
Initial Response Date	Enter the date on which your institution responded to the donor's request for information.
PG Status (planned giving status)	Select a planned giving status. Values include Prospect, Suspect, In Discussion, Proposal Pending, and Donor. Values for this field are delivered with the system as translate values. You can modify these translate values.
Include on PG Mailing List (include on planned giving mailing list)	Select to include the donor in your institution's planned giving mailing list.
Planned Gift Name	Click any linked name to view its specifics on the appropriate detail page.
Irrevocable	This check box is selected if the planned gift is not able to be retracted by the donor and is marked as irrevocable on the Trust or Gift Annuity page.