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.
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Guest
- Jan 24 2017
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | University of Georgia Foundation |
| Reported Version | 4.0 |
Related ideas
Our users at the National University of Singapore would also like to request for the function to link opportunities to recurring gifts. They use opportunities in their prospect plans and linking these opportunities to recurring gifts will definitely help in their reporting.
Yes, we agree at American Bible Society. We have a number of Partners that are contributing to a larger opportunity via a recurring gift to pay contribute in increments.
Clemson University would like to request this functionality as well.
Brown University would also like to add their name to this vote! We agree that there really should be no limit on revenue application that we can apply to opportunities. We use the associated revenue in reports and reports on how much fundraisers bring in, and we are unable to account for this money since we cannot associate it.
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
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.
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.
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.
We will continue to monitor votes and comments. No plans at this time.
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
We are eagerly waiting for this functionality to be available.
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
Are there any plans to add this functionality?