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.
  • April Kulpa
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Planned Giving / Prospect
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  • Pat Conley commented
    27 Jan, 2022 08:51pm

    Oscar, we have no updates for this one. It remains on our radar but our focus is on some other high vote items for now.

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  • Oscar Pena commented
    25 Jan, 2022 08:28pm

    This is a much needed business funtionallyty. Any update on this?

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  • Zar Castillo commented
    18 Mar, 2019 02:37pm

    Any update on this item?

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  • Zar Castillo commented
    25 Jul, 2017 02:18pm

    Any update on this? The system doesn't provide a sound workaround to record the final realized or un-realized amount on this type of transaction.

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  • Jessica Quastler commented
    16 Oct, 2015 04:59pm

    Yes, I would like the ability to adjust and/or write-off revenue in Planned Gifts.  

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  • +83

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