Allow user to enter a General Ledger mapping for the pay-out value of all planned gift vehicles where pay-out information can be recorded.

Currently, when setting up the General Ledger mapping for planned gifts there are options to map ‘Charitable gift annuity (Pay-out)’, ‘Life Insurance (Pay-out)’, and ‘Pooled Income Fund (Pay-out)’. There are other planned gift vehicles that allow users to record pay-out information, but there isn’t an option to map those pay-out values (Example: Charitable remainder annuity trust, Charitable Reminder unitrust). If a planned gift vehicle allows users to add a pay-out value, they should be able to accurately reflect that information when posting the transaction.
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  • Jun 29 2015
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