Add Planned Gift related fields in Dashboard Builder/Insight Designer.

I would love to be able to build a dashboard for our planned giving program (higher ed has a big focus on estate giving) complete with Planned Gift Statuses (different from gift statuses) as well as Vehicles. This would reduce our need to build out queries and reports for the fundraisers who focused on planned giving.

  • David DeFlorentis
  • Jul 30 2026
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