FIX GIFT AMOUNT, COMMITTED INSIGHT FOR PLANNED GIFTS currently not meeting CASE guidelines.

In response to https://community.blackbaud.com/forums/viewtopic/423/49164

The gift amount committed insight is not currently meeting CASE Global Reporting Guidelines regarding realized planned gifts and the original planned gift commitments.

The insight should be treating realized revenue of a planned gift in the same manner as it treats pledge payments. Rather it is zeroing out the original planned gift commitment resulting in an undercounting in the date range in which the original planned gift commitment was made and overcounting in the date range for which the gift was realized.

Please FIX!

  • Allison Phillips
  • Jul 8 2024
  • Attach files