The ability to link recurring gifts to opportunities

There are now additional types of revenue that you can link to opportunities in order to track high-impact donations. Previously, Blackbaud CRM allowed you to associate pledges and donations with an opportunity to signify the level of fulfillment of the opportunity. You can now link opportunities to event registrations, matching gift claims, and planned gifts. the ability to associate recurring gifts as well, would allow expanded functionality around opportunities. 

  • Guest
  • Jan 24 2017
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) University of Georgia Foundation
Reported Version 4.0
  • Attach files
  • Guest commented
    25 Oct 11:17pm

    We are trying to use CRM and its fuctionality to track our Magor giving teams KPI's. Without the ability to add RG payments you are hampering this. I would love to see no restriction on what revenue is available to add to an opportunity

  • Brian Soucie commented
    4 Feb, 2019 01:10am

    Hi Pat, this is a huge need for us at UWA. To close a successful plan, our fundraisers link the revenue to the opportunity. This is currently not possible when the donor establishes a recurring gift (annual fund, scholarships/prizes) and thus requires us to establish work-arounds to ensure our reporting needs are met. It's my opinion that there shouldn't be any limit on the revenue application that we can apply to opportunities.

  • Traci Whitlow commented
    1 Feb, 2019 04:42pm

    Yes, very interested in this feature as a way to track fundraiser solicitations to recurring gifts, which is a priority for our annual fund goals.

  • Leslie Green commented
    1 Feb, 2019 04:22pm

    We are also very interested in being able to link recurring gifts to opportunities.  Hopefully there will be movement on this in the near future.

  • Admin
    Pat Conley commented
    1 Feb, 2019 04:09pm

    We will continue to monitor votes and comments.  No plans at this time.

  • Guest commented
    1 Feb, 2019 01:56pm

    We would really like to have the functionality to link recurring gifts to opportunities. Is this expected anytime soon? Or planned to be extended to all revenue types?

    Shweta Jayaram - University of Illinois Foundation

  • Guest commented
    1 Feb, 2019 01:55pm

    We are eagerly waiting for this functionality to be available.

  • Guest commented
    26 Nov, 2018 07:50pm

    We would really like to have the functionality to link recurring gifts to opportunities. Is this expected anytime soon? Or planned to be extended to all revenue types?

    - Shweta Jayaram - Business Analyst - University of Illinois Foundation

  • Daniel Wood commented
    4 Sep, 2018 08:51pm

    Are there any plans to add this functionality?