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Author Topic: Planned giving?  (Read 548 times)

Laryn

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Planned giving?
November 30, 2011, 03:04:44 pm
Is anybody using CiviCRM to track planned giving (annuities, etc.)? How would that best be done?
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Dave Greenberg

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Re: Planned giving?
December 02, 2011, 09:33:56 am
You might try posting this on the CiviCRM blog with some details as to the requirements as you see them.
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Laryn

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Re: Planned giving?
December 02, 2011, 10:00:48 am
The project that this was in relation to is going to be more extensive than we can take on at the moment. BUT I'd really like to help them as they consider moving to CiviCRM (it will involve some customization that could really bring some improvements to core and would be a big win for CiviCRM). Does the core team work directly with large orgs at all, or should I just leave them with the link to professional services? PM me or email if you want further details.
CEDC...social justice by design

*Get support on the new CiviCRM help site. /laryn

Donald Lobo

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Re: Planned giving?
December 02, 2011, 12:00:20 pm

yeah, adding this feature to core would be great

Will help us and the community a lot if you can continue interfacing with the client and get a spec / feature set out of what is needed and hence a blog post that the community can comment and improve on :)

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Planned giving?

This forum was archived on 2017-11-26.