We have introduced an enhanced search capability to help you quickly find planned gifts entered within Revolution CRM. Now you can search for planned gifts by plan type, asset type, plan date, estimated amount, received amount, and other criteria based on planned gift attributes. The search results include key donor gift details and can be configured to contain or exclude specific columns.
You’ll find the Planned Gift Search on the Dashboard tab under High Touch – please check it out! If you’re not storing planned gift details in Revolution CRM, contact your Account Team; we’ll be happy to help.