When your organization recieves a check for a bequest, how are you tracking the actual money? I know that I can go in an mark the bequest as "realized", but can't record the actual "cash" with check number, check date etc... Which means that my cash receipts reports are off. Are other organizations recording a seperate gift with a gift type of cash? Or, how are you actually tracking the money related to a planned gift?

This is something that our organization is questioning as well. I am doing some research on this topic and other issues related to the PG module. I will let you know what I find out. Feel free to contact me at [Email Removed] if you would like to brainstorm about this module together.

 I see that several years ago you reported on the forum that you were trying to use RE PG module to track Advised funds and other charitable funds.  How did that turn out?  How do you track them when you actually administer the Advised Fund as opposed to receiving funds from an AF?