Add the Ability to Choose Gift Types that are shown in the Portal

We want to be able to customize the gift types that constituents can see in their Portal. Right now, Planned Gifts are shown and Pledges are not. We do not want donors to be able to see planned gifts, but we do want them to be able to see their pledges and pledge balances. Please make that available. If it is not possible for us to select gift types, please remove Planned Gifts and add Pledges and pledge balances.

  • Amy Jo Klamm
  • May 8 2023
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