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Constituent Code Life on Pledge Records

Last post 08-04-2008 4:40 PM by Melissa Graves. 2 replies.
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  • 05-14-2008 3:06 PM

    Constituent Code Life on Pledge Records

    I posted this question earlier but apparently it never registered:  when you end a constituent code with a Date To, do you stop using it altogether on gifts? For instance, a Board member pledges a gift over 10 yrs. Three years after he leaves the board.  Do you continue to code future pledge payments "Board" or resort to the next valid code such as "Former Board" or "Individual/Friend"?

  • 08-04-2008 4:35 PM In reply to

    • Elizabeth de Almeida
    • Top 150 Contributor
    • User Since: 2000
    • Posts 49
    • Organization: Boys and Girls Harbor, Inc.
    • Products:  The Raiser's Edge

    Re: Constituent Code Life on Pledge Records

    Hi there,

    What we do at our organization, is that we would change it to Former Board, and put into general notes that he was a board member when he made this pledge.  And then indicate the he, as of this date, is a former board member, and will continue to make the payments on this pledge.  Huh?

    Elizabeth de Almeida
    Boys and Girls Harbor, Inc.
  • 08-04-2008 4:40 PM In reply to

    • Melissa Graves
    • Top 10 Contributor
    • User Since: 2002
    • Posts 778
    • Organization: Village for Families and Children
    • Products:  The Raiser's Edge

    Re: Constituent Code Life on Pledge Records

    Most institutions have a rule of only accepting 5 year pledges so that is what we deal with.  I would continue to use the constituent code on the original pledge until the pledge is paid.  In most instances you are counting the pledge in your campaign reports and not counting your pledge payments so it likely will not matter much.

    Melissa S. Graves
    Director of Development Services
    The Village for Families and Children
    Hartford, CT
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