GiftWrap’s CashTrac functionality allows the charity to maintain an ongoing market value for each and every charitable gift annuity. This is critically important because the charity needs to know how much of the original principal remains when the annuitant dies. Since the assets for all the gift annuities are combined into one or two investment pools, there is no other way to keep track of the individual market values. It also helps charities to reconcile payment issues and to monitor the ongoing health of the gift annuity programs. This training session will be invaluable for all GiftWrap clients who wish to manage their gift annuity programs more effectively.
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