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Create planned gifts as opportunity records from forms

Create planned gifts as opportunity records from forms

Your donation form submissions lack planned gift opportunities, leaving development without pledge records. It creates opportunity records so teams can begin stewardship same day.

Create planned gifts as opportunity records from forms

Overview

Donation pledges that never become CRM opportunities create stewardship delays and reporting blind spots. This flow converts each form submission into a properly linked opportunity, matching contacts and program mappings so development and campaign managers can act the same day.

Create planned gifts as opportunity records from forms