The authors describe a reporting tool that they have used successfully to make sense of the numbers for their donors, board members and senior level management. Their emphasis is on communicating the big picture, reporting planned gifts and other types of gifts in a way that reflects the combined impact of past, present and future fundraising efforts.
The Journal of Gift Planning, vol. 8, no. 1
Planned Giving in the Big Picture: Talking About Your Numbers to the People Who Count323 KB
National Standards for Gift Planning Success