The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.

For the expectation that the Recognition filters under Reporting filters needs to count a payment only if the Pledge is not recognized. The Planned Gift acts like a Pledge, but the system doesn't seem to recognize it as a Pledge.

  • Guest
  • Sep 1 2020
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) University of Miami
Reported Version 4.0
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  • Scott Dunbar commented
    3 Sep 09:23pm

    Not being able to filter Planned Gifts and their payments is causing the Recognition Summary data lists and associated widgets to essentially double count the recognition and results in misleading recognition amount values.

    For example. If there is a planned gift for $1,000 that has recognition credits and the constituent pays $500 on it, the recognition summary total will display as $1,500. This is incorrect and should have a filter similar to pledges where we can choose to see either the Planned Gift recognition credits if there are no payments towards it or the payments themselves.