If your 'smaller' pledges are in RE and payments are applied to pledges, they will have the same GL # as your larger pledge payments. This would be the GL for accounts receivable. If all the money goes into the the accounts receivable GL it will really mess with the amounts if you do not record...

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...

Sounds like you are using Export. In that case, check solution BB79174 which says: Create an export Export the pledges and write-offs In the export parameters, unmark the Use gift balance instead of gift amount option In Excel or Crystal Reports, set up a formula to subtract the write-off amount from...

[quote user="Amanda Pirilli"] 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...

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...

Ditto, we enter MG when paperwork received /submitted. I know our accounting dept would not like having to write off/cancel a long-term MG pledge. There are just too many uncertainties for us to enter it. Yes, it will make your $ reports look good for pledges/gifts. You may wish to talk to your finance...

There really is nothing for you to do. The pledge is counted as revenue when it is pledged. Any payments taken against the pledge are not counted as revenue - but they are counted as cash flow and they were a result of the same Campaign/fund & appeal as the original pledge. In fact, you wouldn't...