Processes for pulling all planned gifts are not pulling in constituents who qualify for the specific program. The programs are filtered by a dynamic query. Some constituents appear but others who meet the requirements do not.
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
1. Go to Constituents > Recognition Programs 2. Open the Program >This is a Lifetime Giving program >Individuals and Organizations are included >There is one level with a $0.00 minimum >All Recognition Types are included >All Planned gifts with revenue are counted 3. On the Recognition Criteria tab edit the query 4. Preview the results > Notice that a specific record appears 5. Close out of the query and Edit form and review the Members tab. She does not appear. 6. Go to Constituents > Constituent Recognition Processes 7. Run the process for this program 8. This constituent does not appear