Gift Information
To create a file of gift 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 is a gift annuity that 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. All you will need to do is change the Amount entry in GiftWrap from half the gift amount to the whole gift amount.

The information that GiftWrap can import for a specific gift depends on the gift type. For example, GiftWrap can import payment amount and payment taxation information for gift annuities only. Field entries that GiftWrap can import for most gift types include: Gift Type, Gift Date, Amount, Payout %, Payment Frequency, Payment Timing, Charitable Deduction, and IRS D. Rate/PIF %.