How to Include the Planned Giving Attribute in a Query

How to Include the Planned Giving Attribute in a Query

Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been updated:

You can select from the following values:

  • Considering UGA in Estate Plans
  • Not a PG Prospect
  • Planned Giving Showed Interest
  • UGA Already in Estate Plans