Total Giving on prospect tab should be able to correctly sum both unrealized and realized Planned Gifts with one default setting

We'd like to be able to set up one default for the Total Giving field on the prospect tab but it either double-counts Planned Gifts and the cash payments toward that Planned Gift or, if we remove Planned Gift from the default gift types, it excludes unrealized bequests from other constituents' "Total Giving" calculation.

  • Guest
  • Dec 11 2014