Reverse gift applied to pledge

Bianca Gonzalez

We just noticed a split gift was fully applied to a pledge when only one part of the gift should have been applied. What is the best practice for un-applying only part of the gift?

JoAnn Strommen

@Bianca Gonzalez Unfortunately, you can't really unapply part of a gift. Options depend on if the gift is already posted. If it's not posted, you could create a pledge for the part that should not have been applied. Go to your payment and select apply to pledge and I think you can select both pledges to use when applying the gift. It seemed to work when I tested.

Otherwise you may need to enter two gifts. one for the pledge amount and fund and a second for the other.

Rachel Kauer

@Bianca Gonzalez

Hi Bianca,

If it's not posted: You should still be able to open the Pay-Cash gift, go to the split tab and change the amount being applied.

If it is posted, you can't un-applying only part of the gift. You can however still modify it to reverse it. The Best Practice for modifying a posted gift is to make an adjustment to it

An adjustment creates an honest audit trail and gives you a chance to document the reason for the adjustment on the adjustment, such as “User Error” with as much relevant detail as possible. For example, my org usually documents the following:

• the date the error was identified
• who identified the error
• who was it reported to
• who approved the adjustment

In your case, because it's not just an amount, fund, campaign, appeal, or split amount error - but an applied pledge error, you are going to need to make an adjustment that “reverses the gift.”

1. Open the Pay-Cash gift
2. Right-click gift and select Adjust
3. Set the amount to $0
4. Document the reason for the error.
5. *Change the DATES. You need to roll back the dates to be the same as the original post date.
6. Save
7. Renter the gift correctly.

https://kb.blackbaud.com/knowledgebase/articles/Article/48241

Bianca Gonzalez

@Rachel Kauer This is what I was thinking of doing, you confirmed my suspicions on tackling this. Thank you!

Rachel Kauer

@Bianca Gonzalez
You are very welcome, glad to be of service!