Best Practices using PlannedGiftTracker in RE

Deborah Tyczenski

I am looking for some practical implementation of the PlannedGiftTracker module in RE.  We have converted over aour records from our old system, but I am confused as to good statuses to use (we may be interfacing with PGCalc) and then how do we ensure that bequests that are not yet realized are not included in someone's lifetime giving or for example, if the planned gift was withdrawn or never fulfilled (constituent has died years ago, and unlikely that we will receive anything now) to be excluded from various reporting.  Some policies and procedures about using the PlannedGift tracker would be greatly appreciated from a practical day to day data entry perspective basically using gift amount, the vehicle, that status, then using (or excludeing data) from queries/exports/reports).