Planned Giving Administration demo

What the demo shows

Planned giving officers value and steward bequests, trusts and beneficiary designations

Seven agents run the life of a planned gift. A notice monitor matches public probate filings and death notices to legacy society members, and a person confirms every match before anyone reaches out. A document reader quotes the will's gift clause with its article and page; an intent agent sets it beside the intention recorded in the CRM and writes each difference in plain words; a valuation agent computes the share, the present value and the count under the counting policy. The Estate Administration Specialist prepares the case, the Director of Gift Planning approves it, and the Assistant Controller books the receivable once the gift is irrevocable. The whole book is re-valued monthly and every state's gift annuity reserve is tested.

Transcript

1. 0:00Planned Giving Administration helps universities value and steward bequests, trusts and beneficiary designations.
2. 0:10Bequests topped forty-five billion dollars in 2024, yet matured gifts are often missed.
3. 0:18A monitor agent matched a probate filing to Margaret Ellison-Tran.
4. 0:25Her will leaves twenty percent of the residue to the library system.
5. 0:29Her 2009 record said five hundred thousand; an agent explains each difference.
6. 0:39The executor's inventory arrives; the agents get to work.
7. 0:45Her share: about seven hundred eighty thousand dollars, as an endowment.
8. 0:51They draft the receivable, the executor's letter and the fund.
9. 0:58Owen sends the case, and the Director reads the sources and approves.
10. 1:04Only then can the Assistant Controller book the receivable.
11. 1:09Every decision and reason lands in one audit trail.
12. 1:17Two hundred eighty thousand more than recorded, booked today.
13. 1:21Built on Botminds: agents, data, screens and governance on one platform.

The narration as written for the film. Captions are on the player.