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90 votes
Michele Jeican
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8 votesMichele Jeican
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25 votesMichele Jeican
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9 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michele Jeican
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7 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Michele Jeican
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6 votesMichele Jeican
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21 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Michele Jeican
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20 votesMichele Jeican
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6 votes
This sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.
The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:
- Open
- Bequest Documented
- Realization Notification
- In Process
- Closed
Michele Jeican
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12 votesMichele Jeican
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63 votesMichele Jeican
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40 votesMichele Jeican
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25 votes
An error occurred while saving the comment Michele Jeican
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39 votesMichele Jeican
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19 votesMichele Jeican
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61 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
An error occurred while saving the comment Michele Jeican
commented
Just wondering if any progress has been made on this? We have a situation where we received over 100 gifts in memory of someone and the family wants to transfer that to a fund in the name of the memorialized person. Most of the gifts were made in the beginning of the year, so we would have to open the books, unreconcile the bank account, delete all the deposits, change the fund, repost the deposit, re-reconcile the bank account and close the period. That puts us at a lot of risk for error. Of course, we can do an interfund transfer to move the total of gifts, but the donation history will only live on the original fund and not on the new fund being established.
An error occurred while saving the comment Michele Jeican
commented
Has any progress been made on this? We have had to do some year-end cleanup on donations and incorrect funds - mostly between agency and foundation, and it's so messy. I think that's one of the only things I miss from FIMS is the ability to adjust a donation without having to unreconcile the bank account or do it via an interfund.
An error occurred while saving the comment Michele Jeican
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It would also be great if you could change the fund of a donation in a current period without having to unpost the deposit!!
Michele Jeican
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54 votesMichele Jeican
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11 votesMichele Jeican
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17 votesMichele Jeican
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24 votesMichele Jeican
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YES!!!! This is a great idea!