BIPS - A software solution that efficiently tracks, collects and reports all Bequests and Planned Gifts



BIPS is an easy-to-use program that proactively manages the entire process of planned giving from stewarding and projecting future Planned Gifts to collecting realized Planned Gifts.

Managing this process can be difficult, time-consuming, and tedious – and take precious resources away from your principal Planned Giving work, but BIPS makes it all simple

Non-profits of all sizes are using BIPS to help them manage their Bequests and Planned Gifts.


With BIPS you will be able to:

  • Project future Planned Gifts with actuarial accuracy
  • Calculate the present value as required by FASB and AICPA
  • Streamline collections with easy-to-use proactive steps
  • Generate cash-flow analysis
  • Create customized letters from templates for Donors, Attorneys, Executors, Trustees, Relatives, and more

Interested? Find out more about the benefits of BIPS.

If you would like to talk to one of our team call us at our toll free number 978-744-3180. We will be happy to answer any questions you might have.