Add documented estates to commitments in NXT

Estate gifts currently do not appear in the "committed but not paid" section in the giving section of NXT. I would like to be able to see them there to know the donor's total philanthropy to our institution.

This would be valuable for several reasons. First, gift officers can sometimes miss the bequest intention of a living donor when it gets buried in their annual giving over the passage of years. Second, this would help gift processors pair them to the actual gift when it comes in. Third, I generally consider a documented bequest to qualify for lifetime giving levels and this would allow me to more easily see them when identifying such donors.

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  • Dec 3 2024
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