Track lifetime and annual gifting

Luminary allows you to create a robust history of lifetime giving your clients has done. Use Luminary’s gift tracking functionality to…

• Track historical taxable gifts

  • Indicate whether gifts used GST exemption

• Track historical annual exclusion gifts

• Track historical philanthropic gifts

Luminary’s gift tracking is integrated with the Estate Waterfall, the platform’s analysis and proposal tools, and the entity records; so gifts entered are used to make tax estimations & reports on value transferred and created from planning more accurate.