Christy, This verbal pledge could certainly be placed in Actions, in the Category of "Task/Other". In this way, there is a tickler in place: to be reminded [at a certain date] to include notes, attributes, etc., when the Pledge is actually processed in RE. David Berger Annual Fund Manager Archmere...

Hopefully, this is a simple question! We have a physician office who has pledged $100,000 to our "capital" campaign to be paid over the next 5 year. We have the the 4 physicians within that group listed under "Relationships". Those same 4 physicians have their own personal donor records...

Hi All, I recently joined a hospital that launched netcommunity for its fundraising events a few months ago. It seems that no one was really trained properly and now we have a little bit of a mess. My question to you guys is when gifts come over from NetCommunity, do you find that you get a lot of dupe...

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...

Wanting your thoughts ... what do you do? When someone "overpays" a Pledge what do you do with the extra monies? If you increase the initial pledge to match the payment, that was not the original intent and the extra payment would therefore not be recognized as an extra payment and one would...

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...

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...

So, I applied a gift from a company's foundation to the wrong matching gift pledge from one of its employees. Now I can't "unapply" the gift. What's worse, the gift created a cash remainder because it was supposed to pay for other pledges that weren't entered in RE. I can't...

Hello everyone, I am new to Raiser's Edge and was wondering if someone could help me with a question I have regarding pledges. I want to be able to differentiate between pledges that are secured (e.g pledges that will definitely become cash donations) and pledges that are simply potential donations...

Terry, We had to write off pledges a few months ago and didn't have a form or procedure in place. Would you mind forwarding a copy of the form that you created? We are just starting up our Mission Advancement department and I think this would be extremely helpful! My email is: cschmittle@mercysc...