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...

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...

In my organization, when reporting on the total amount raised for a year, it is our policy to include pledges and cash (NOT pay-cash). This gets tricky with pledges that have been written-off. I have figured out how to exclude pledges in which the FULL amount has been written off by creating a gift subtype...

I'm curious if anyone has an easy way to calculate a pledge fulfillment rate out of Raiser's Edge. Any suggestions?

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...

Can you please share with me your company's policies and procedures for pledge follow-up and write-offs?

I would like to be able to track pledge write offs by use of a reason code and provide a place to select this code within gift form (or it's write off screen) itself. The idea would be that when a gift is written off a drop down box would provide pre-defined reasons as to why. i.e. Unable to contact...