How do I...............

1. Constituent A made a pledge in June of 500.00

2. Constituents B & C paid 250.00 each in July that should have been credited towards Constituent A's pledge but were not and were applied to B & C records as separate and distinct payments with no connection to the 500.00 pledge on constituent A.

3.  Now Constituent A has a 500.00 outstanding pledge that obviously has been accounted for in the books.

4.  How do I connect B & C payments to bring A's pledge down to 0.00?

I have played around with soft credits and split gifts but am missing the boat somewhere along the line.

 Thanks

Kelley McCarthy

United HealthService Foundation

Hi Kelley,

Are Constituents' B and C gifts cash or pay-cash?  There's a nifty way to apply cash gifts to any pledge.  Open Constituent B's gift record, click on Gift then select Apply to and Pledge.  In the Apply Gift to Pledge(s) box, select Load Pledges From, open Constituent's A's record and apply the amount to that pledge.  Do that for both $250 gifts and Constituent A's pledge balance will be $0.

Leslie

Leslie - thanks that did the trick!!!!!