Exporting Gifts Linked to a Planned Gift

Sarah Harrington

Good morning all, 


I want to be able to export gifts linked to a specific planned gift.  I know I can export if the gift is linked (Yes/No), but is it possible to export what it is linked to?  Or on the planned gift side is it possible to export which gifts are linked to it?  


Thank you so much for any insight!

 

James Andrews

Sarah Harrington:

Good morning all, 


I want to be able to export gifts linked to a specific planned gift.  I know I can export if the gift is linked (Yes/No), but is it possible to export what it is linked to?  Or on the planned gift side is it possible to export which gifts are linked to it?  


Thank you so much for any insight!

 

Yes. There's a field available in a gift query called "Planned Gift ID". This is the system record ID of the Planned Gift, which you can find by opening the planned gift record and looking at Properties.


You'd just do a query where you put in that Planned Gift ID as the criterion, and you will get the information on all the realized revenue gifts applied to that.