BIPS puts you in the driving seat
“If you are running a mature Bequest program that has as few as 6 more than 100 Bequests in distribution at any one time you will want to check into BIPS software.”
- Deb Ashton, Author of The Complete Guide to Planned Giving
With BIPS you become as proactive in collecting and managing your gifts as you are in soliciting them in the first place. You can:
Customize reports of Bequest/Planned Gift income expected and/or received – for any time period you want
Produce detailed cash flow analysis of both future and realized Bequest/Planned Gift Income for any time period you want.
Schedule your communications with estate professionals in a proactive rather than reactive manner, taking charge of the process
Comply with the audit guidelines of FASB (Financial Accounting Standards Board) and ICPA (American Institute of Certified Public Accountants) when computing present values of future income
Communicate automatically with executors, attorneys and trust officers, using built-in mail merge letters.
Easily send condolence and thank you letters to surviving family, friends and colleagues of deceased donors(who are an often underutilized source of future bequests/gifts)
Maintain a database of estate professionals for future communication and development correspondence. These professionals are another fertile source of future gifts/bequests.
These are just a few of the many features of this ground breaking program. To see the full range of what BIPS can do for you, call us at 978-744-3180 or 888-588-2477 for a FREE test drive!
Discover more about the benefits of BIPS.
