Turning on Estate Gifts:

Camino is expanding it's planned giving section to include the ability to store and track estate gifts. The tab, previously labled as "Pledges" now reads "Planned Giving."

Currently when selecting this new tab "Pledges" is the default and only item which will show up. Pledges did not change, but was only moved one level lower. It will also be the default planned giving type when selecting this section.

To turn on the new estate section of planned giving, the rights of users must be updated in Administration. Moving to Administration > Users and Roles > Roles. Select the role that you would like to add the rights to for the inputting, updating, and deleting of estates for. Once there, move those rights over to that role and click save.

Once completed,  you will need to refresh the page for it to take affect. Once done we can go back to our "Planned Giving tab and see the estates section listed as an option.

Entering an Estate Gift:

Once on this screen you can select "Add New Estate Gift" in the top right to bring you to the Estate Gift Entry screen. You will input the required information for the gift.
Gift Category: Type of estate gift, selected from a pulldown
Commitment Date: The date the gift was committed to the Parish or Diocese
Commitment Amount: The value of the gift at the time of commitment. This is the ESTIMATED value of the gift at the time it was committed.    
Notes: Any notes specific to the gift.

Note: If you change any information after hitting Save, you will be required to enter a "Reason for Update" to save again. These changes will be tracked in a new tab labeled "Estate Changes"

Once saved two new sections will show up. An "Estate Documents" and "Estate Notes" Section where you will be able to upload files specific to the information on this Estate Gift. These documents and notes will be available to the person posting contributions at the time of fulfillment. 

This Estate gift will now show up under the Household's planned giving section with a "Pending" status.

Realizing an Estate Gifts with contributions:

Within the household you are able to go to the Contributions tab and use the "Manage Contribution" section to realize an estate gift. Once there select the fund which the gift is directed towards, the date it is being realized, and the amount. If you are realizing the estate gift you will select the Estate Gift Checkbox and select the specific Estate gift you are doing. You also have the ability to split this gift between different activities.

Note: If the gift is split between funds, and not just activities, you are able to enter multiple contributions pulling from the same estate gift until the full value is realized.

Once that information is completely entered you will click "Add and New". The contribution will show in the Contribution Summary Section of the screen, which can be selected for more details.

Once the contribution is made we will see back on the planned giving screen that the estate gift now has a Realized Date and Realized Amount filled in with the status changed to "Fulfilled".

Once you have received all expected contributions from the estate, the gift can be closed.

Estate Gifts Reporting:

With this there are now two new reports for reporting specifically on Estate Gifts: Estate Gift Details and Estate Gift Summary.

Estate Gift Details: This report will break down each estate gift by giving one row of data for each contribution made to an Estate Gift. 

Estate Gift Summary: This report will give one row for each estate gift and the details associated with that gift.