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We need the ability to writeoff a balance on planned gift revenue
We record bequests as planned gifts and revenue, but very often the actual amount received is less. We'd like the ability to writeoff the balance. Planned gift revenue should behave like other revenue.5 Reviewed: Voting Open
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Add planned gift additions to revenue on $0 planned gifts
If we don't know the amount of a planned gift we add it as $0 and do not add it to revenue. When the payments are received, we add an addition for the amount of the gift. In order to add the addition to revenue so we can apply the payment, we have...0 Reviewed: Voting Open
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Alow changes to be made to the prospect plan a planned gift is linked to
There is currently no way to change the prospect plan a planned gift is linked to so if the planned gift is linked incorrectly when entered, you have to delete out the planned gift and enter it back in, in order to change the plan that the planned...1 Reviewed: Voting Open
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Enhance the Gifts tab on Planned Gifts to use List Builder
There are several columns on the data list that we don't use or need to see and there are many fields that we would rather see, For example the fields that we would like included are the high level campaign name, level 2 of the designation name, a...0 Reviewed: Voting Open
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Allow Planned Gifts to be imported via batch
My organization would like to import csvs with planned gifts (not revenue) in bulk. It would be great to have this functionality via batch or some other means outside of the PGM as we would like to import the gifts to different prospects and/or pl...0 Reviewed: Voting Open
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Entering a Planned Gift
Illogical design of where you can enter a planned gift: If you go to the Active Constituency of Donor, you can’t enter a planned gift. If you go to the constituency view of Planned Giver, you still can’t enter a planned gift. You have to go to Man...0 Reviewed: Voting Open
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Default date on "Add planned gift as Revenue" form to current date.
On the "Add planned gift as Revenue" form, default date to current date instead of Gift Date. This date becomes the GL post date and it should be current.1 Reviewed: Voting Open
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make it easy to change designation on a planned gift
When a planned gift is created 3 records are actually created: • Planned Gift (with a designation) • Planned Gift Revenue – the designation defaults from the planned gift • Payment applied to Planned Gift Revenue - the designation defaults from t...1 Reviewed: Voting Open
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Build relationship between planned gift type and Generate GL Distributions
Build a relationship between the planned gift (PG) type (revocable / irrevocable) and the Generate GL Distributions checkbox on the Add planned gift as Revenue form. If the PG is revocable, default the Generate GL Distributions checkbox to uncheck... -
Add as a planned gift status "Matured - No Gift" to the drop-down list of options.
At times, when a planned giving donor dies, the planned gift commitment doesn't actually result in a gift (either because the bequest was contingent, the estate is insolvent, or there wasn't really a gift there to begin with). It would be nice to ...0 Reviewed: Voting Open