Additional fields and capabilities needed for Planned Giving Additions

Planned Giving additions are a helpful tool in allowing users to view one comprehensive view of the donor's total estate intention as it has evolved over time.

 

In order to use this feature though, there are missing fields that need to be added:

- Net present value and valuation date specific to the addition (this is to support VSE and other campaign reporting and benchmarking)

- Prospect plan (almost always additions to bequest intentions will be made against a different plan than the original bequest intention)

  • Misty McCarty
  • Nov 22 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) University of New Hampshire
Reported Version 4.0
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