Hi all

I have recently started as Database Co-ordinator and am looking at the best ways to add information to RE, and doing a general clean-up of the database.

We are looking at how we add gifts to records, and specifically how we add standing order gifts. We think that the best way to add them would be to add them as a pledge, and the amount would be the total amount to be given over the 3 years, and set up a pledge installment schedule, so that each time the standing order comes through, it added as one of the installments and taken off the total pledge.

Hope my explanation makes sense, can anyone tell me if this is a good way of doing it?

Many thanks  

Fiona

Hi Fiona,

Rather than use pledge, you'd be better off using recurring gift. Then, under pay method you can specify whether it's a standing order or direct debit. Once you have done that each time you add a new gift for that person RE will ask if you want to add it as a 'recurring gift pay cash' (you might have to tick a box in business rules if this doesn't happen automatically).

It's quite similar to your pledge method other than you don't specify number of installments or total amount as they could potentially go on forever...

Hope this helps.

Thanks
Lee

Hi Lee

Thanks for your reply, I had wondered about the recurring gift function and will have a good look at it now.

I've just discovered this forum and it seems like a great way to get the benefit of other RE users experience!  I think i will be posting alot over the next few months!

Many thanks

Fiona