Hello!

I need some help with getting some pledge information and wondered if someone has encountered this before.   I need to give my finance dept. and auditors a report that show pledges from FY08 and FY09 (seperate reports) with payments made against those pledges in FY10.  I need to be able to show the name, amounts of master pledge, balance on pledge, and the amount of payment made this FY.  The Pledge Status report has "include pledges made after" but that doesn't help me because I need a specific range (7/01/07-6/30/08) on the master pledge and a different specific range on the payments (07/01/09-06/30/10).   I emailed with support and searched the blog but couldn't find anything.  I'm sure someone else's finance dept. must have asked for this kind of thing before.  Any ideas would be greatly appreciated!

I think you should be able to do this easily by using a Gift query in the Financial Gift detail & Summary reports.

Query: Gift Type = PLEDGE or MGPLEDGE AND Gift Date between 1/1/08-12/13/08 (or whatever your FY is)

Date to use - choose this Fiscal Year for 2009

Gift Types in Column 1 choose Pay-Cash & MG-pay-cash and any other pay-cash gift types you use (stock, gift in kind) - split columns however you'd like...