Prior-Year Pledge Payments

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!

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.

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.

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

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.

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.