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recording of pledges in a batch

Last post 05-28-2008 11:32 AM by Katie Kupiecki. 1 replies.
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  • 05-27-2008 2:37 PM

    • Anne Degian
    • Top 500 Contributor
    • User Since: 2007
    • Posts 15
    • Organization: Belmont House

    recording of pledges in a batch

    Reply Contact

    I work part time in Foundation, so I'm fairly new.    I've been asked to correct pledge donations that have been inputed incorrectly.  Not sure how to explain  because I don't understand the entire program but I will try.

    For example, a Mr. Smith has pledge to donate $10,000 over a period of 10 months at $1,000 each month, starting in January 1, 2008.  That means by June 1, 2008, he should show as paying $6000.00 and a balance remaining of $4,000. BUT it does not when I go into his gifts  the amount shows as $1,000 but there is nothing in the balance column. how do I set up an initial pledge of $10,000 and also how would I go about correcting an existing pledge, if that's even possible.  Any help would be appreciated.

    Thanks

    Anne

     

  • 05-28-2008 11:32 AM In reply to

    • Katie Kupiecki
    • Top 100 Contributor
    • User Since: 2001
    • Posts 52
    • Organization: Borgess Foundation
    • Products:  The Raiser's Edge

    Re: recording of pledges in a batch

    Reply Contact
    Was there an initial pledge?  Or are just the payments going in as cash?  I ask because when you say the amount shows as $1,000, that doesn't sound like the pledge, so there wouldn't be a balance. What you would have wanted to do, and still can, if you didn't have the pledge in there:Put a pledge in for 1/1/08, with the amount being $10,000, then go to installments/payments and set it up to come out monthly for 10 months.Then as the payments come in, you wanted to enter the gift, but apply it to the pledge.  If you enter the gifts individually, you should get a pop-up when you enter a new gift that asks if you want to apply it to a pledge, you'd want to say yes then select the correct pledge.  If you don't get this pop up, or if you enter the pledge now and want to apply the existing payments, the icon to us looks like two pieces of paper with a green arrow.  Click on it and select pledge then choose the correct pledge.Hopefully this helps.

     

    Katie
    Borgess Foundation
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