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reports » planned gifts (RSS)
  • Tried to combine PG Tracker and Fund Summary Report?

    We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...
    Posted to Forum by Julia Pitkin-Shantz on 12-29-2009
  • 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.
    Posted to Forum by Jennifer Patterson on 05-13-2008
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