Correct the double counting of planned gifts and realized revenue for living donors on custom insights

The prebuilt insights properly exclude planned gifts that have realized revenue, so that the revenue is counted and the gifts are double-counted. However, when building custom insights, these amounts are double-counted unless the gift is ALSO marked as realized. Therefore, charitable gift annuities and charitable trusts with a donor who is not yet deceased are being double counted by custom insights for NXT reporting. This is resulting in significantly inflated and incorrect numbers.

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  • Feb 25 2019
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