Gift List include Planned Gift fields in available Columns

When creating a Gift List of Planned Gifts, it would be helpful to show Planned Gift fields in Columns. Specifically these fields: "Vehicle", "Remainder" "Expected maturity year" "Gift status" "Net present value" "Revocable" "Gift has been realized".

  • Hannah West
  • Mar 1 2021
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  • Rene Rosengren commented
    26 Apr 01:45

    Please combine all the very similar Ideas about making Planned gift fields like Planned Gift Status available in the Web View so Lists can be created filtering on this field in particular. The field is viewable on a Gift in the WebView, it's not like it isn't being carried over as a field from the database view. We would like to make good use of the Planned Gift Status & build out table options that suit the need to track a Planned Gift from early Status to Documented. Because it can't be filtered in a Gift List, I'm now having to consider creating a Gift Attribute called Planned Gift Status. This will be far from ideal since we want a table of statues to use only for Planned Gifts.