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pledge status report (RSS)
  • Is there a way to use sums of pledge installments as criteria in formulas?

    I'm writing a report that requires stratifying expected total current-FY pledge payments by $1K - $10K and $10K+. I'm not looking for individual payments at this level, but *totals*, and this is where I'm having a problem. Basically, I need a formula field that does this (field names are...
    Posted to Forum by Robyn Kells on 06-09-2014
  • Re: Year-End Pledge Receivables

    If I'm remembering correctly, there's not a way. Not sure what you mean by "backing out 6 months worth of pledge payments". Hopefully it's not deleting them and re-entering. Do you have constituents that pay off payments way ahead? Just wondering how much scrutiny you'll need...
    Posted to Forum by JoAnn Strommen on 12-10-2013
  • Pledge Balances and split gifts

    We have a situation where we are trying to reconcile our RE pledge balances to FE. Going forward, I think we'll steer clear of split gift pledges and pledge payments! I've read numerous posts on this, and contacted support, and now I have two specific questions: If I have a pledge split between...
    Posted to Forum by Jeanne Schmidt on 06-18-2012
  • Pledge Payments Dues this Year

    How can I show pledge payments that were due for this year yet have not been paid this year? I'm trying the Past Due Report along with a query but having problems. I only want to show pledges (whether originated this year or originated prior) that was supposed to have a payment/installment this year...
    Posted to Forum by Howard Marmorstein on 11-16-2011
  • Pledge Reminder Letters

    We're trying to implement a new monthly pledge reminder system for our phonathon pledges. Our student phonathon caller fills out an initial form when the donor pledges over the phone which would serve as their first reminder. However, we would like the rest of the system to be fairly automated. Here...
    Posted to Forum by Eric Baerg on 08-25-2011
  • Report on constituents with Paid In Full Pledges

    Hello, I'd like to know which donors have paid in full their pledges for a particular campaign. I tried query - summary information - gift - pledge balance = $0, but that shows me everybody even people who did not even make a pledge to the campaign. I also would like to know some quick info about...
    Posted to Forum by Adrienne Velasco on 02-10-2011
  • Pledge Status Report Generation Delays

    I was wondering if anyone else had this issue. When you run your Pledge Status Report on RE, does it take hours to run? Since the last update back in 08, we have had this problem where the reports take 10 + hours to run one of the reports and about 2 - 2 1/2 hours to run the other. So we have no choice...
    Posted to Forum by Elizabeth Hills on 01-06-2011
  • Exporting Total Installment Amount Due... on a pledge from a previous year?

    Hi... I've been going around in circles with this for a while.... I need to export a list of names with the total amount of the payments they have scheduled for 2011... I just need totals, no fund details or anything.... So, essentially I need to find pledges that were made 3 years ago (say in 2007...
    Posted to Forum by Thomas Klimchak on 01-04-2011
  • Tracking Pledge Payments, two constituents on the same pledge?

    Here is my question: John Smith, owner/proprietor of Smith Enterprises, pledges $500. A check from John Smith for $100 is applied to the pledge. Another check for $100 comes from Smith Enterprises. I enter the gifts to the specific constituent records (one Individual and one Organization) and can apply...
    Posted to Forum by Marianne Henderson on 11-15-2010
  • pledges paid, but not by pledger

    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...
    Posted to Forum by Shawnalis Cusato on 08-31-2010
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