Planned Gifts

Quanitra Thurston

Has anyone had any trouble with the total realized gift not adding equally with the planned gift? For example, when I create a report for a constituent who has completed his planned gift, everything equals on the report... planned gift is $20,000 and total realized is $20,000. However, when I open the planned gift and go to the realized revenue tab, the total at the bottom is not equal. 



Anyone have any suggestions on why that is happening? 

Miranda Hipple

Hi Quanitra! Realized Revenue for a planned gift is only a link between the planned gift record and its associated gifts. A planned gift is not like a pledge. It does not have a balance toward which payments are applied. Check out this Knowledgebase solution for a full explanation: https://kb.blackbaud.com/articles/Article/96489



If you are using the Planned Gift Report and your organization uses split gifts, then that is a possible issue that we may need to discuss further. If this is the case, please come to chat support at your earliest convenience so we can look into this.