Unable to add all planned gift records as revenue transactions

In order to have recognition credit for planned gifts we need to make these revenue transactions. However, in 2.5 they changed the so that you do not get the 'Add as revenue' link unless certain information is filled in for specific vehicle types. For 'Pooled Income Fund' it requires a payout amount which is variable and not known, For 'Life Insurance' it requires a preimium amount which does not work for revocable since this again is not known. The requirement for specific vehicles to make these revenue transactions needs to be reviewed.
  • Guest
  • Jun 29 2015
  • Attach files
  • +2