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Donor Pipeline5 records
DonorPolicyFace ValueStatusNext Due
Harrington, M.UL-4492$500,000Active12d
Chen-Nakamura, L.WL-8821$1,200,000Due Soon3d
Okonkwo, B.VUL-3310$750,000Active28d
Delacroix, F.WL-1156$2,000,000Matured—
Vasquez-Torres, R.UL-7703$300,000Overdue1d
Face Value$4.75M
FebJan 2026
Premiums Due3 this week
Carrier Responses2 pending
Matured Policies1 ready

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Community FoundationUniversity AdvancementHealthcare FoundationArts Endowment
Donor Record Explorer

Every detail. One screen.

Flip between policy details, premium history, and carrier correspondence — no more digging through email threads or calling carriers for basic information.

Active Donor

Margaret L. Chen-Nakamura

Stanford Legacy Society Donor

Face Value
$1,200,000
number
WL-8821-MN
type
Whole Life
carrier
MassMutual
face Value
$1,200,000
csv Value
$487,320
issue Date
March 14, 2018
maturity Date
March 14, 2048
owner
Stanford University Foundation
beneficiary
Stanford University (Irrevocable)
premium Mode
Annual
premium Amount
$8,100
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Irrevocable Beneficiary Tracking

100% audit trail

Every beneficiary designation logged with timestamp and documentation. Board-ready reports generated in one click — no carrier calls required.

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CSV Values for Board Reports

$487K → Board Report

Cash surrender values updated annually from carrier statements. Export directly to your board report format with policy details attached.

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Premium Status at a Glance

Zero lapses in 2025

Never miss a lapse. Automatic reminders 30, 14, and 3 days before premium due dates. Donor notification templates included.

Carrier Response Time12 days pending
Avg: 6.8 daysIndustry: 14 days
Portfolio View

The full picture, always current.

Hover any donor segment to reveal aggregate face values, maturity timelines, and premium obligations. The CFO report that used to take two weeks now takes two minutes.

Major Gift Donors

12 donors
Total Face Value
$18.4M
35% of portfolio
9✓2!1★

Planned Gift Donors

34 donors
Total Face Value
$22.1M
42% of portfolio
28✓4!2★

Paid-Up Policies

8 donors
Total Face Value
$9.2M
17% of portfolio
6✓2★

At-Risk / Lapsed

3 donors
Total Face Value
$1.8M
6% of portfolio
2!1★

Hover a segment

to reveal aggregate data

Total Portfolio$51.5M
Total Donors57
Annual Premiums$431,100
$51.5M
Total Face Value Managed
57
Policies Tracked
12
Carrier Relationships
24 / yr
Board Reports Generated
Alert Simulator

Nothing slips through.

Toggle alert types to see how Ledger surfaces the right information at the right time. Every lapsed premium, beneficiary change, and policy maturity reaches the right person before it becomes a problem.

Alert Configuration

2 active

Notification Center

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Your donors deserve a system that works.

Free for up to 25 donors. No credit card required. Import your existing records in minutes.

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Your Details
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Portfolio Size
or

Upload your donor list and get a populated dashboard preview before committing

2,400+
Donors Tracked
$340M
Face Value Managed
147
Organizations
SK
Sarah Kowalczyk
Director of Gift Planning, Midwest Community Foundation

"Before Ledger, I was managing 40 donors across 6 spreadsheets and calling MassMutual every quarter. Now the CSV values just appear."

MO
Marcus Oduya
VP Advancement, Northeastern University

"The beneficiary tracking alone saved us from a $500K mistake when a donor tried to change an irrevocable designation without telling us."

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