CGA Tax Information
To create a file of CGA tax tier information in PGM/Mini:

1. Run program 1, Basic Gift Illustrations.
2. Enter the information on the gift.
3. Choose File - Save GiftWrap Gift Information File.
4. Choose a folder in which to save the file, enter the file name, and click
the Save button.

If the gift annuity will split payments 50/50 between two concurrent beneficiaries, enter ½ the total gift amount when creating the file. This way, all the check information and tax information will automatically be properly divided between the two active beneficiaries when you import the information into GiftWrap.

Note: When you use the Add Gift Wizard to add a new gift annuity, you can import more information from PGM/Mini than just payment amounts and payment taxation figures. These field entries include: Gift Type, Gift Date, Amount, Payout %, Payment Frequency, Payment Timing, Charitable Deduction, and IRS D. Rate/PIF %.