Gift Summary
The Gift Summary summarizes the most important information GiftWrap is storing on each gift selected, including additions to previously made gifts.
You can list or analyze all gifts in GiftWrap or gifts that belong to a specific group within GiftWrap, such as all charitable gift annuities, or all gifts made during 2017. A variety of selection and sorting criteria let you customize the information in the report to meet your needs.
By selecting a specific report format, you can generate variations of the Gift Summary that include the following information:
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Market Values: the current market value and market value date of each gift so you can analyze the performance of the gifts in your planned giving program
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Purpose: the purpose for which the gift was made and whether each gift is endowed, restricted, or temporarily restricted
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Trust ID: the Trust ID for each gift to simplify identification
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Reserve Values: the required reserve amount as of a specified date for each gift annuity
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FASB Values: the FASB liability amount associated with each gift as of a specified date
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Market Value minus Reserve: the market value, reserve requirement, and difference between the two for each gift annuity, so that you can analyze the performance of the gift annuities in your planned giving program
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Distribution Amounts: the distribution amount of each terminated gift
1. Click Summaries > Gift Summary in the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.
Note: Additions to gifts, such as unitrusts and pooled income fund gifts, that meet all selection criteria will be included be default. Unmark the Include Gift Additions checkbox in the Other area to exclude gift additions from the report.
3. Select the type of Gift Summary report you want to generate from the Report Format list in the Reports area.
4. Click OK to view the report.
5. Do the following, as needed:
6. Click 
on the report page to close the report.