Add Ability to Edit a Planned Gift in Unified View

We receive requests to mark Planned Gifts as Unhonored or Cancelled. I am only able to edit the Planned Gift Status in database view. Since database view is scheduled to be sunsetted in 2027, we need this ability in the Unified View.

  • Keena Bait
  • Feb 19 2026
  • Planned
Gifts
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  • Reese S commented
    11 May 14:07

    Seconding being allowed to edit the Gift Status for a Planned Gift - it's important and needed for any Planned Gift Administration and it's silly that we can do it in DBV but not Unified View.

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  • Keleigh Allen commented
    19 Feb 23:31

    I would also like to ask that we can edit the gift status for a planned gift, which is a different field than the planned gift status. It is super confusing to gift officers to see planned gifts with a planned gift status of cancelled, but the gift status at the top of the page still says active.

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