New Planned Gift Search
We’ve created a new tool to help you search for planned gifts with ease. Many of you told us how valuable you find recording myriad planned gift details in Revolution Online, and now you can search for planned gifts by plan type, asset type, plan date, estimated amount, received amount, and a variety of other criteria based on planned gift attributes. The search results include key donor gift details and can be configured to include or exclude certain columns.
You’ll find the Planned Gift Search on the Dashboard tab under High Touch – please check it out! If you’re not currently storing planned gift details in Revolution Online contact your Account Team and we’ll be happy to help.