The road from initial meeting to money in the bank is a long one, and each step needs to be in eTapestry. In this session, we will take a high level look at planned gifts, including their definition, key characteristics, and the various funding methods. We will talk about where and how to record the gift, its intention, and all the steps leading to its acquisition. This session is for organizations of all sizes, and particularly for those in the early stages of a planned giving program.