Like Josh, we use an adjustment of amount to $0 and note the specifics of the situtation on the gift record. As separate record can result in inaccuracies in your reports. You now have two gifts. One for $X that you didn't receive.

Sorry, I definitely was not clear/specific enough. For me, 'changing the original' is through the gift adjustment process. We even have a gift subtype of 'increase to pledge'. Yes, just changing amounts on gift record could mess with financials. I would only advise 'changing'...

We are integrated with FE. The situation you described of adjustment not posting could really mess with your financials. Our business manager does our posting so I don't know all the steps involved. Just guessing is there a separate funtion or an option to include/post gift adjustments? The adjusted...

I would wait to hear what your auditors say. If the interest is to be added to the gift amount and used for the scholarships, I would do a gift adjustment adding the interest for the year/quarter or however you receive it. The adjustment then would document the source of the money and date it was received...

The adjustment function is what you need. The message may be because it involves a pledge - you may need to adjust the pledge amount also. In these cases it seems to work best to adjust the amount pledged first and then the payment. If you post to FE, you may want to check with your finance office as...

Marissa, On the output tab, Adjustments is the 5th choice from the bottom of the list. Just add Adjustment date, amount, fund or whatever info your looking for and it will pull it.

Hello, I have a donor who requests that a two year old pledge, originally entered on his personal record, be "transfered" to his C.L.A.T. (I use "transfer" in quotation marks because I don't know if this is the appropriate technical term.) He originally signed the commitment letter...

Note: Names given in the post are ficticious names in order to protect all constituents' privacy and personal information. I've been doing some database maintenance and came across a constituent record (John A. Smith) who had a duplicate record with just his name (John Smith) and another duplicate...

According to solution #BB9041, for a Gift Detail Report, "If on the Gift Types tab, Pledge is selected as a gift type to include and the 'Use Gift Balance Instead of Gift Amount' checkbox is not marked, the adjusted pledge amount appears rather than the original pledge amount." Does...

Hi, Are you ready for this? I am working at a new organization - recently I adjusted a pledge per the Director's request. Finance came back to me and said I can not change previous pledges at all - even though I had an adjustment report to giver her. She wanted me to call BB to find out what to do...