Entering Charitable Lead Trusts in Raiser's Edge

Laura Jordan

We have the planned giving module and our organization is trying to determine the best way to enter a CLT. Outside of noting it the CLT gift type, how do you account for overall planned gift amount AND the annual payments without double counting? In looking through different Blackbaud resource guides, this specific question is not addressed. Any advice is gratefully appreciated. 

Cameron Alzubi

If you use RE NXT then you do not have to worry so long as the realized payments are linked to the initial PG. This is taken from the screen where you configure revenue settings: 

Planned gifts

If you include both one-time gifts and planned gifts, received revenue subtracts any realized revenue from the planned gift amount to prevent double-counting.