Most planned giving offices have a small team and have many tasks to juggle throughout the year. As you manage donor relationships and build your planned giving program, administering your planned gifts can be time consuming and distract from your fundraising.
Let us help you enter 2023 on the right footing with our updated Gift Administration Calendar. Use it to keep track of key deadlines and important financial information as you work to keep your planned giving program running smoothly. To download, fill out the form the the right.