All gift types should snow in the giving history tile

Currently matching gift pledges and matching gift pledge payments do not show, as well as planned gifts. This is. problematic when our Major Gift Officers are looking at their portfolios or leadership giving and these gifts aren't showing up on the tile.


Just yesterday, I was asked where the matching gift pledge was for a constituent whom I had mentioned the breakdown of money (pledge vs matching gift pledge) for a proposal. Not having these readily available for viewing makes it look like I have not entered information.

  • Katherine Bachman
  • Jul 2 2025
  • Reviewed: Voting Open
Gifts
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  • Tatyana Leifman commented
    October 10, 2025 19:25

    Please merge this idea with RE7-I-5498

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  • Tatyana Leifman commented
    October 10, 2025 19:21

    Yes. The current layout of the tiles and link names is very confusing for frontline fundraisers. Matching gifts should be viewable in the Gifts tile without having to click on "Work with Gifts." This terminology--"Work with Gifts"--suggests that one desires to adjust a gift or change some other information about it (such as whether it's acknowledged or who is soft credited) not that clicking on these words will simply open the full and complete giving history of the donor. As a result, fundraisers do not click on these words and instead wonder where the matching gifts are and request them to be soft credited to the donor--which is NOT how matching gifts work in RE.

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