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Corporations

Planned Giving

Charitable Giving has long been a vital part of the wealth management process and represents a critical component in long range estate planning. While individual and family objectives within this process vary widely, two themes continually resurface as individuals discuss their experience – the search for increased control over the gifting process, and the desire for simplicity in the instruments, tools and techniques that result from the plans.

Blackbaud Internet Solutions' Planned Giving provides a set of leading edge administrative platforms to both nonprofit and financial services organizations, offering turnkey, web-based solutions to their donors. By using state of the art technology to support established charitable instruments, our clients provide donors with both greater control over their gifting, and a simplified wealth management process.

With the constant evolutions in technology, wealth management tools & techniques, tax code ‘simplification,’ and investment strategies; Blackbaud Internet Solutions' Planned Giving solutions provide a stable yet highly flexible cutting-edge platform, ensuring a solid base for launching your development efforts.

Products

Donor Advised Fund - In recent years, Donor Advised Funds or DAF’s have been embraced by donors as a highly flexible tool that helps simplify and coordinate their charitable gifting.

Pooled Income Fund - A Pooled Income Fund (PIF) is a charitable giving vehicle which allows donors to make an irrevocable contribution of assets to a public charity, the subsequent sale of the assets avoids capital gains tax, and the proceeds are invested or pooled with those of other donors.

Grant Request Gateway - GivingFund Grant Request Gateway provides a new way for donors to quickly and efficiently request a grant from their Blackbaud Internet Solutions' powered Donor Advised Fund accounts, by allowing them to initiate a grant request directly at a nonprofit organization’s website.