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Report of Planned Giving Gift Type

Last post 05-16-2008 10:20 AM by Douglas Clinton. 1 replies.
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  • 05-13-2008 9:44 AM

    • Jennifer Patterson
    • Not Ranked
    • Posts 5
    • Organization: Indianapolis Museum of Art
    • Products:  The Financial Edge, The Patron Edge, The Raiser's Edge

    Report of Planned Giving Gift Type

    Does anyone know how to get a report of the planned gifts?

    We have the Planned Gift Module and since I can't get "planned gift" in the gift types on the pledge status report, I'm trying to find out if there is a report that will give me this information.

  • 05-16-2008 10:20 AM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 575
    • Organization: BB Test Site - do not change address or org name
    • Products:  The Raiser's Edge

    Re: Report of Planned Giving Gift Type

    Hey Jennifer - there's a Planned Gift report in Financial Reports.  You can also include the gift type in other reports, such as the Gift Detail and Summary Report.

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