Greetings RE-land I have a unique situation that I am hoping someone has some experience with. (I created a case with knowledgebase as well, but sometimes this is a more timely solution) Please bear with me as I explain: Ultimately what I am trying to do is produce an acurate solicitor's analysis...

Hi Everyone, I've checked the forum history and while I've seen a lot in the past two years about pledges and how they work with FE, I haven't seen any question/answer about the following: I use RE and our accounting department uses FE. They are not integrated. After going through a long...

Does anyone "book" conditional pledges? We have been awarded a grant for $20,000. The first $15,000 will be paid by a selected date and the final $5,000 will be paid only if certain criteria are met. Does anyone have a policy or procedure that you could share with me on how to handle this issue...

Misha, Interesting, can I ask why you don't 'track' pledges? Is this just for payroll or for all donors? To me, entering/recording as separate gifts would be more work and would lead to some skewed reports like when you look at average gift $. With each payroll deduction counted separately...

We are beginning a 5-year campaign and are looking for best practices in gift entry. Our campaign allows constituents to make a pledge that can be split between both Annual fund and Endowment over that 5-year period. Should pledges be entered in one gift record as a split gift (to each campaign with...

When we have written documentation of intent to donate, we enter the pledge in RE. It has become more and more frequent that the pledges are paid, not by the donor, but by a family trust or somesuch. What is the proper way to handle this in RE? Should I enter a new pledge from the family fund when the...

[quote user="Rhonda Villanueva"] Our organization received a committment to receive a certain amount of money over the next five years that includes a yearly cap amount. Should I enter this as a pledge or just enter the gifts as they come in? Does anybody out there have any advice they can...

Our organization received a committment to receive a certain amount of money over the next five years that includes a yearly cap amount. Should I enter this as a pledge or just enter the gifts as they come in? Does anybody out there have any advice they can offer me? Thanks.

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Hello, While we were setting up NetSolutions, I entered a "dummy" gift pledge as a test. I entered the gift as my personal pledge. I have since deleted the pledge from my constituent record but the gift amount is still showing up in the stats for NetDonors. I can't figure out where else...