Legacy gifts vs Planned Gifts - BAD consistency in hard coding of RE

Currently for UK regional settings when adding a planned legacy gift the hard coded gift type is 'Legacy Gift'. This is extremely confusing as it DOES NOT easily show a clear different between ACTUAL legacy gifts and planned gifts.

Nowhere in our options does it clearly show that this is a planned gift. I don't see why the UK settings would need to be different from the US, and why we would have to settle with something that doesn't work for our users and processes.

I really don't understand why we should have to use a gift type that doesn't actually represent the fact that it's a planned gift.

Solution: Change the 'gift type' from 'Legacy Gift' to 'Planned Gift or Planned Legacy Gift'

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  • Oct 16 2024
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