Apply Gift to Pledge

Unfortunately not. You'll need to either adjust the gift to zero, reenter it, apply to the pledge and then post it again. Or, alternatively, adjust the pledge amount down by the amount of the gift with a note that it is to reflect a gift that was not properly applied to it.

This only works while the gift is not posted to the GL (i.e. GL Post Status is "Not Posted")

The answer is here, but exists in a couple of different responses. All of the work will be done in database view - I don't believe that any of these steps can be completed in webview.

Unpost the gifts first using a plug-in in database view. Create a query of the gifts that need to be changed, and look for the UnPost Gifts utility under PlugIns on the blue bar on the right of your screen.

I would highly recommend that this be a static query, and that you export data ahead of time because you will need to do an import to change the gifts back to "Posted". At a minimum, you will need the Gift Import ID, Post Date and Post status if I recall.

Once the gifts are unposted, you will need to manually update each one as explained by @Beverly Day-Robinson.

After that, import the correct post date and post status back to the gifts. The reason you want to do this via import is that if you change the post status to "Posted", the current date will be populated in the Post Date field, and not the original date of the posting.

This doesn't, of course, address any changes that might be important for you to communicate to Finance. Even if you do not use FE, your finance department may categorize pledge payments to a different line item than Cash gifts.

Also note that I am intentionally a little bit vague about some steps for a couple of reasons. I don't know your organization's policies is the first. Secondly, I like to point people in the right direction and give them an overview of the steps, but not do their work for them.

I hope this gives you the guidance you need!

And it will unpost your entire database with no warning in 3 min or less! The last time this happened me it took me a collective 10 hours to fix! 😬TRIPLE check you have a query listed, use a static query like Karen suggests - I usually take a screenshot so I have something to look at while it runs… always a bit paranoid about this plug-in.