Virtuous CRM+ integrates with Giving Docs, an estate planning platform for donors. When a donor includes your organization as a beneficiary in Giving Docs and opts to disclose their identity, the integration automatically syncs their information to Virtuous CRM+ — creating or updating their records with Planned Giving details.
Once synced, Giving Docs data appears in three places in CRM+:
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Contact Overview: four Custom Fields including Has Children, Has Pets, Pet Names, and Supports Other Orgs.
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Individual Overview: 20 custom fields covering the donor's Giving Docs activity, planned gift summary, and identifying details.
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Planned Gifts (under Giving tab on Contact Record): one custom field (PG Notes) summarizing their planned gift.
For setup instructions, visit Giving Docs' Virtuous integration guide. For general reference, see the Giving Docs knowledge base. Note: both resources require a Giving Docs customer login, so only current Giving Docs customers can access them.