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
    January 27, 2022 20:51

    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
    January 25, 2022 20:28

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

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  • Zar Castillo commented
    March 18, 2019 14:37

    Any update on this item?

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  • Zar Castillo commented
    July 25, 2017 14:18

    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
    October 16, 2015 16:59

    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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