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Process to enter and track multi-year gifts
Open, Needs TriagePublic

Description

Right now, there is no way to record a multi-year gift in Civi: ie Adam Wight agrees to give WMF 100k per year for 5 years.

If the checks come every year, that's fine-ish. We just enter the gift as it's received. BUT it would be great to be able to have Civi track gifts that are promised to us, but have not been received yet. This functionality would improve our revenue forecasting abilities, and serve as a reminder to follow up if the gifts don't come in when anticipated.

If all 5 years of the gift is given upfront, there is no way to capture that. We have to set a google calendar reminder to enter the value of the gift the first day of each fiscal year. Ugh.

Timing: Would be nice to have, but we're surviving without it

Event Timeline

CaitVirtue raised the priority of this task from to Needs Triage.
CaitVirtue updated the task description. (Show Details)
CaitVirtue subscribed.

@CaitVirtue congratulations - I think this is the oldest open bug against CiviCRM logged by someone who has not left WMF....

Is it still a request?

Please contact Amy Fowler to see how she would like to handle this.

Caitlin Virtue

Senior Director of Development

Wikimedia Foundation https://wikimediafoundation.org/

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