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Recurring Gifts - Employee Pledges

Denise Miller

We're considering the option of moving our next FY employee donors who are automatic renewal employee donors with pledges over to recurring gifts. Has anyone tried this already - any set backs? I know there would be manual needs for cumulative reporting based on a total and not their monthly payments as well as certain clubs we have established based on amounts given annually, etc. Just curious!

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Comments

Crystal Bruce

@Denise Miller Hi! Is this a question about Altru or Raiser's Edge NXT? If Raiser's Edge NXT, I'll move it to that community. Thanks!

Denise Miller

@Crystal Bruce apologies, it is for NXT!

Crystal Bruce

@Denise Miller discussion moved to the Raiser's Edge NXT community. Thanks!

JoAnn Strommen

@Denise Miller The biggest thing I've seen is counting the pledge amounts in amount raised/expected for a fund/campaign. We have staff who want their name on a list of donors at a particular level and that is based on that multi-year pledge amount.

Recurring vs. pledge also will change gift stats like largest gift.

Matter of what works for your org. Great place to ask the question.