Opportunity balance should reflect when the opportunity is committed by a pledge
Opportunities are plans that detail and track fundraising efforts to build relationships with prospects and secure major gifts; 2 different types to secure a major gift are cash and pledge.
When a commitment is made through a pledge, the remaining balance should reflect the variance between the solicited amount and the pledged amount. This shouldn't be limited strictly to cash contributions.
10
votes
Paulette Bassil
shared this idea
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Robert Gines commented
Please update for clarity in opportunities management