To add a new gift

To add a gift

The Gift Wizard assists you through the process of adding a gift.

1. If you use PG Calc's Planned Giving Manager or Mini Manager (PGM/Mini) to perform planned gift calculations, create a gift information file in PGM/Mini.

Doing so will let you take advantage of GiftWrap's ability to import gift information from this file, which will save time and reduce the likelihood of data entry errors.

2. Open the Person Information page of the person with whom you will associate the gift. $image\chiclet.gif$ How? If you have not added the people with whom the gift will be associated, add them first, and then add the gift. $image\chiclet.gif$ How?

3. Click at the top of the Person Information page.

The Add Gift Wizard will start and ask whether to load gift information from a PGM/Mini file:

4. Do one of the following:

To load gift information from a PGM/Mini file:

$image\onestep.gif$ Click Yes.

$image\onestep.gif$ Click , then browse to the location of the file that contains the gift information and click the file. The file ends with .gftx, such as smith.gftx.

$image\onestep.gif$ Once you've clicked the file that contains the gift information, click Open, and then click OK.

The gift information from the file appears in the Add Gift Wizard. Click Next to go through the wizard and add information where desired. There is help available on each field.

When you get to the Add Associations page, you must add at least one association to this gift. $image\chiclet.gif$ How?

To enter gift information manually (not from a PGM/Mini file):

$image\onestep.gif$ Click No.

$image\onestep.gif$ Fill in the Gift Type, and then click Next. There is help available on each field.

$image\onestep.gif$ Fill in the Gift Information, and then click Next.

$image\onestep.gif$ Fill in the General Information, and then click Next.

$image\onestep.gif$ Fill in Details, and then click Next.

$image\onestep.gif$ If applicable, fill in the Trust/Term/PIF information, and then click Next.

Note: If the Term Type is X, you must indicate which lives precede the fixed term element of the term after you are done adding the gift. To do this, click in the Details tab on the Gift Information page for the new gift.

$image\onestep.gif$ If desired, enter the purpose of the gift and/or assign this gift to one or more designations. Otherwise, click Next.

To assign a designation:

$image\onestep.gif$ Click $image\add.gif$ on the Purpose/Designation page.

$image\onestep.gif$ Enter designation information as needed. You can set up your own list of designation codes. $image\chiclet.gif$ How?

$image\onestep.gif$ Click , and then click .

$image\onestep.gif$ Repeat this process for each designation of the gift. The sum of all designation percentages must equal 100%.

$image\onestep.gif$ When done, click Next.

$image\onestep.gif$ If desired, enter basic information on the assets used to fund the gift. Otherwise, click Next.

To add an asset:

$image\onestep.gif$ Click $image\add.gif$ on the Assets page.

$image\onestep.gif$ Enter asset information on one asset.

$image\onestep.gif$ Click , and then click .

$image\onestep.gif$ Repeat this process for each asset used to fund the gift.

$image\onestep.gif$ Click Next to start the Add Association Wizard. You must add at least one association to this gift.
$image\chiclet.gif$ How?

5. When you complete the Add Association Wizard, you will return to the Person Information page from which you added the gift. The new gift will appear in the Gifts grid on the Gifts/Payments tab of the page. Double-click the row for the new gift to review or edit the information you have just added.

Notes:

· You can move back to a previous page in the Wizard by clicking a link in the navigation pane on the left. You can move back and forth in the Wizard one page at a time by clicking Back and Next. You can cancel the operation at any time by clicking Cancel.