Planned Giver constituency whereby it is only automatically added to records
There is a defect with the Planned Giver constituency whereby it is only automatically added to records when at least one designation has been added against a Planned Gift and not at the point that the Planned Gift is created. In a majority of cases, both at Oxford and across the legacy giving sector, designations won’t be recorded against planned gifts until much later in the cultivation process however the Planned Giver constituency should be the most effective way to identify these.
This is still an issue for us at Oxford.