We would like to be able to exclude payments that are applied to planned gifts in our received revenue but they are only identified as a one-time gift and are lumped in with all other one-time gifts. We should either have the option to exclude these gifts (and provide some type of indicator on the gift record to mark this) or these payments should have a different gift type (Planned Gift Payment perhaps).

These do not get excluded if the planned gift and the applied payments aren't in the same year, which almost never happens.

I was informed there wasn't a work-around for this at the present moment.