Gift Years Remaining

Gift Expectancies/Term End

The Gift Expectancies/Term End report estimates the number of years each gift included in the report will last beyond a specific date.

This report is useful for making an educated prediction of when each gift will terminate and distribute its proceeds.

1. Click Analysis > Projected Remainder Amounts menu in the Menu bar.

2. Choose Gift Expectancies/Term End in the Type of Projection area.

3. Enter the calculation, selection, and sorting information required to produce the report you desire. Enter a custom filter to select a more specific group of gifts. There is help available on each field.

4. Click the OK button to view the report. If you see an error log, see Notes below.

5. To print the report: $image\print.gif$ Click the Print button in the Toolbar of the report view screen. In the Print Setup window, choose the printer, paper, and orientation options you prefer, then click OK. In the Print window, choose the report pages and number of copies you wish to print, then click the OK button to print the report.

To save the report to a file: $image\export.gif$ Click the Export button in the Toolbar of the report view screen to open the Export window. Choose the Format and Destination of the file, then click OK. Choose the pages you wish to save, then click OK. If you choose Disk File as the Destination, a standard Windows Save dialog box will open in which you can choose the drive, folder, and file name in which to save the file. When done, click Save.

To export the report to Microsoft Word: $image\export.gif$ Click the Export button in the Toolbar of the report view screen to open the Export window. Choose Word for Windows Document as the Format and Application as the Destination, then click OK. Your report will open as a document in Word.

6. $image\closebox.gif$ Click the close box when done viewing the report to return to the Gift Years Remaining screen.

7. Click the Close button.

Notes:

· For a gift to be included in the calculations, the following must be true in addition to any selection criteria entered in the function window:

Gift Date is less than or equal to Valuation Date
Gift Status is Currrent or Gift Status is Finished/Severed and Account Closed Date is greater than or equal to Valuation Date
Person Status of at least one associated person is Current/Missing or Person Status of at least one associated person is Deceased and Date of Death is greater than Valuation Date

· For gifts that will last for the remaining lifetime of one or more beneficiaries, the gift years remaining equals their joint life expectancy based on your choice of mortality table.

· If you see an error log, fix the errors it identifies, then run the report again.

To print the error log, click the Print button, then click the OK button in the standard Windows Print dialog box. Alternatively, you may save the log in a file that you can print or review later. When done, click the Cancel button.