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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:

Page Name

Definition Name

Navigation

Usage

Pooled Income Details

AV_PINC_DTL

select Contributor Relations, then select Prospect Management, then select Planned Giving, then select Pooled Income Funds, then select 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

select Contributor Relations, then select Prospect Management, then select Planned Giving, then select Pooled Income Funds, then select 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

select Contributor Relations, then select Prospect Management, then select Planned Giving, then select Pooled Income Funds, then select Pooled Income Information

Enter information about the distribution of the planned gift to your institution, external contacts, and assigned staff.

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

Image: Pooled Income Details page

This example illustrates the fields and controls on the Pooled Income Details page. You can find definitions for the fields and controls later on this page.

Pooled Income Details page

Field or Control

Definition
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

Field or Control

Definition
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

Field or Control

Definition
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.

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

Image: Pooled Income Beneficiaries page

This example illustrates the fields and controls on the Pooled Income Beneficiaries page. You can find definitions for the fields and controls later on this page.

Pooled Income Beneficiaries page

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

Image: Pooled Income Information page

This example illustrates the fields and controls on the Pooled Income Information page. You can find definitions for the fields and controls later on this page.

Pooled Income Information page

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.