Create Planned Gift

Mark Walcott
Mark Walcott
Name Dropper Facilitator 1
in Blackbaud CRM™ APIs

All,

Is there an end point to create a "Planned Gift" (https://webfiles-sc1.blackbaud.com/files/support/helpfiles/crm/us/40/Content/tkAddAPlannedGift.html?)

Or automating the "Import from PGM" process?

Trying to investigate automation to create these entries based on data from an electronic form.

Best Answer

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge
    Answer ✓

    there is no API endpoint to create Planned Gift currently, without it, you won't be able to automate.

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