This report provides a matrix of all UT Austin planned gifts, as well as a list of planned gifts and planned gift realizations that could potentially be merged under a single donor intent ID.

This report provides an overview of the planned giving program at the University of Texas at Austin.

This report provides an overview of the planned giving program for the given CSU.

This report provides a matrix of all the planned giving program activity codes at the University of Texas at Austin.

This report outlines individual gift officer progress towards current fiscal-year goals. These goals represent the target levels for high achieving officers within TEXAS Development who have a minimum of 12-18 months experience with their portfolios.

This report displays TLS members birthday list for each month. Only living individuals with a birth date in the system and one of the associated involvement codes are included in this report. 

This report provides details for individual leads in the Gift Planning Leads Program – demographics, planned gifts, portfolio/pool memberships, proposals, etc.  Leads are defined as any prospect that participated in specific phone, digital, or print survey programs.

This report provides an overview of the Gift Planning Leads Program including key metric details.  Leads are defined as any prospect that participated in specific phone, digital, or print survey programs.