Committed revenue - Donations linked to Planned Gifts

Hi,

 

I like how Blackbaud created Received Revenue and Committed Revenue criteria for RENXT global options. However, there is an issue including planned gifts under Committed Revenue. If a planned gift is included, money received (donations) towards the planned gift should be excluded. However, there is no option to exclude these donations under current RENXT settings.

 

Mark 

  • Guest
  • Nov 15 2016
Control Panel
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  • Guest commented
    March 22, 2017 16:35
    Analyze is including the planned gift and the Cash payment of the planned gift in the Analyze.  Example: We enter the planned gift of $100,000.  Upon receiving the payment we link the gift to the planned gift and code the planned gift as gift has been realized.  The actual amount we receive may be different than the amount on the planned gift.  The Gift received appears in the Realized Revenue section of the planned gift.  It seems we are entering all the gift information okay. 
    When we run the analyze using committed which includes Planned Gifts (and Cash) both the Planned gift and the Cash are included.  This is different than Pledges which do not include the pay-cash. 
    We need Analyze to recognize the realized coding and bring in the CASH not PLANNED GIFT gift types if realized and PLANNED GIFT if not realized.
     
    Jane Kenny
     
     
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  • Guest commented
    March 22, 2017 16:34

    I concur.

    Analyze is including the planned gift and the Cash payment of the planned gift in the Analyze.  Example: We enter the planned gift of $100,000.  Upon receiving the payment we link the gift to the planned gift and code the planned gift as gift has been realized.  The actual amount we receive may be different than the amount on the planned gift.  The Gift received appears in the Realized Revenue section of the planned gift.  It seems we are entering all the gift information okay. 
    When we run the analyze using committed which includes Planned Gifts (and Cash) both the Planned gift and the Cash are included.  This is different than Pledges which do not include the pay-cash. 
    We need Analyze to recognize the realized coding and bring in the CASH not PLANNED GIFT gift types if realized and PLANNED GIFT if not realized.
     
    Jane Kenny
     
     
    Attachments Open full size

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