Counting realized revenue vs unrealized planned gift

Currently you have the option to count planned giving in NXT, the problem is there is no way to decipher between a planned gift that is expected, and a planned gift that has been realized. In the committed section I want to count unrealized planned gifts + realized revenue. Instead it counts all planned gifts, realized or unrealized + realized revenue. This causes double counting.

  • Guest
  • Feb 2 2017
Data analysis
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  • Guest commented
    March 22, 2017 16:31

    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
     
     
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