All planned gifts and matching gifts for this constituent
Good to Know!
- Unaccepted planned gifts can be viewed under Prospect
- Bequest Intentions are entered as planned gifts
- Matching gift claims can be cleared (inactivated), zeroed out, or deleted. If you clear the claim it will keep the balance but you can’t apply a payment to it.
- CONVERSION NOTES:
- Planned gifts entered as gifts in RE convert with a PG status of Accepted, with associated revenue added. For more info see RE to CRM Revenue Translation
- Bequest Intentions were moved from RE proposals to Atlas planned gifts
How Do I?
- I can’t find the details about the planned gift (as found on the Planned Gift tab on the gift record in Raiser’s Edge)?
- In Atlas you need to view the planned gift in addition to viewing the revenue. Access this from the revenue by clicking on the Go to planned gift button in the task bar on the upper left side of the screen. If you don’t see a task bar, click on the little arrow on the top left to show the explorer bar (where task bar lives).
- In Atlas you need to view the planned gift in addition to viewing the revenue. Access this from the revenue by clicking on the Go to planned gift button in the task bar on the upper left side of the screen. If you don’t see a task bar, click on the little arrow on the top left to show the explorer bar (where task bar lives).
