I need to give the business office a report of outstanding pledges.  Problem is that pledges were not maintained in the software prior to our conversion.  We have a write-off policy and I would like to see if anyone has ideas of the best way to pull this information either thru a report or query. 

Write-Off Policy:

1)  There has been no activity within the last 5 years.

2) Less than 1/2 of the scheduled payments have been received and the pledge start date is over 7 years.

3) The pledge is 3 years beyond the planned final payment date.

Any suggestions???

Hi there,

There is a report I find very useful for outstanding pledges and I have given this report to our Fiscal Department, of which they have been satisfied with for the Auditors.  The name of the report is Activity Report. It can be found under the category of pledge reports.  This report will tell you the original pledge, then the payments that have been made on it, if any.  It includes the date of pledge and the dates of the payments.  Also indicates if it was set up as an installment and the remaining balance. 

For write offs, they show a zero balance.  I had to write off a loss in stock and although the name came up with other payments on the pledge, the loss did not show up.  However, the Foundation had a zero balance as they have fulfilled their pledge.  I just wrote in notes that the loss was written off.  I saw we have write-off report in RE.  We have not used it quite as much. We haven't had many pledges. 

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