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Prior-Year Pledge Payments

Elizabeth Rich

We are trying to remove prior year pledge payments from our yearly totals. I am not able to figure out a way to do this other than checking each one. Does anyone know how to do this or how pledge payments are "attached" to pledges to be able to recognize them?

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Comments

Christine Adams

This, unfortunately, might not be helpful now, but we use campaign codes to differentiate between fiscal years. So we would only choose campaign codes for the current year to get the total raised.

Kelly Hogan

Depending on what you are reporting, it may be helpful to exclude pledge payments and just count the full pledges from the current fiscal year. I am hoping that makes sense!

Larry Wheeler

Would you be able to use installments paid and the date to separate them out?

Dariel Dixon

Pledge payments by default are set to use the gift information recorded in the original pledge. So, if you were entering a payment, it should automatically load the campaign, appeal, and fund from the original gift. Obviously, not knowing how your campaign, appeal, and fund structure are set up, or what you are reporting on, it could be difficult to advise, however this shouldn't be too difficult to correct.

Joanne Felci

@Elizabeth Rich - what are you using for this - export, report, query, etc. I would think if it is a gift summary in an export have a date range to exclude previous year Pay Cash gifts from the total.

Same for a canned report you should be able to use a gift range to exclude previous year.

Miki Martin

Are you using the Pledge Status Report in database view? If so, I recommend checking out Knowledge Base article 52539 for some detailed explanations. Also, be sure you have the “Calculate gift balances based on date range, campaign, fund and appeal” selected on the Gift Types tab. That will keep pledge payments made after the end of the time frame from appearing in the balance column at the end.

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@Dariel Dixon has a great explanation of how the payments work. Good luck! Hope all this helps you.

Elizabeth Rich

I think I was not being clear. I want to pull information through export from RE7 and not include pledge payments for pledges made in a previous fiscal year. If someone makes a five-year pledge in Fiscal Year 2019, I want to exclude those payments in FY20, FY21, FY22 etc.

Christine Adams

Do your pledges have specific campaigns or appeals related to the year they were pledged? So, that way the subsequent payments would also have those same codes.

Alicia Van Straten

We do this all the time and just exclude gift type of pay-cash. Pledge payments are the only gifts entered that use pay cash so this works nicely for us.

JoAnn Strommen

We frequently encountered this problem as this was a report national office wanted. We had to just review and do manual clean up.

You can't exclude pledge payments as you want those paying a pledge made in current year. This was at my previous org and I was hoping they'd added a function to help users pull it this way. Guess not.

Christine Cooke

In Export you can set the dates of the gifts you want to export. If the gift/payment does not fit within that date window it will not export.