Expectancy Gifts are “future” gifts such as bequests, gifts of insurance, etc. When the actual gift is received and entered as a transaction in Andar/360, the matching Expectancy Gift can be linked to the actual gift.

Accounts that are related to the Expectancy Gifts (for example, financial advisors, solicitors, etc.) can be recorded in Gift Relationships on Expectancy Gifts. These Gifts Relationships can be copied from the Expectancy Gift to the actual gift.

Learn more about maintaining Expectancy Gifts in Customer Support.

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