Ability to configure what Planned | Ideas for Blackbaud CRM and BBIS

Ability to configure what Planned Giving Vehicles are available

UBC, CDA, Sick Kids, UWGT

Do not use all of the vehicles

Charitable Remainder trust

Charitable lead trust

Pooled Income

Retained life estate/different name

Trit Mulligan
Sep 29 2015

Blackbaud CRM / Planned Giving

Organization Name (Please enter full organization name)

The Nature Conservancy

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