Hi there, We're relatively new to NetSolutions and are trying to migrate our automatic payment scheduling to it, but I can't figure out how to set up our online donation pages in a way that's (a) similar to what our donors are used to seeing currently, and (b) allows us to capture necessary...

[quote user="Laurel Quaintance"] Create a gift query as part of the process and use Global change to change the gift date [/quote] Laurel, I think I was logged out (due to time) before I sent this earlier. I apologize if this is a dup. Let me clarify. Forgive my ignorance (new at this). 1....

Is there a way to globally write off pledges on a date prior to the date I am writing off the pledges? Example: I want to write off pledges through 10/31/09 on 11/15/09 and I want the system to think the write off was done on 10/31/09. Purpose: to pull future reports as of 10/31/09 that reflect the write...

[quote user="Justin Traxler"] Is anyone out there doing receipts for pledge payments that contain details such as original pledge amount and total balance paid to the pledge? How are you creating the receipt so you can get those details? We're running a Simple Mail Merge through Export...

Hi all, I want to make a query that will pull constituents who've made a gift total of $1000 this calaneder year (2009). Im having trouble with 'pledges and installment payments'. basically if i have a constituent who made a monthly pledge for a total of $12,000 every month in November 2008...

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When someone makes a 12-month pledge but the pledge payments will carry over into the next fiscal year, how would you record the gift in the next fiscal year? Example, the gift is for the Annual Campaign, 2009 Annual Fund, 09March Appeal.

Hi all, I ran a query for a constituent and under output i have from Summary Information -> Summary for Gifts ->Total Amount of Gifts. Under Fliters for that output i have nothing. It displays $33,000 for total gift amount I double click that number and I am taken to the constiuent, When I go to...

[quote user="Kathy Estabrook"] Hi, In response to pledge by indivudual pd by third party. Sometimes we have a pledge that was pd partially by Personal Fnd and part by the individual themselves. I post the complete pledge to the individual record and than link gifts pd by the Fnd. This keeps...

[quote user="Elizabeth Shafer"] Concerning this statement: The list of prohibited transactions between a private foundation and a disqualified person includes: · Satisfying the "enforceable pledge (such as a donation)" of a disqualified person · What constitutes an "enforceable...