DBV to NXT Recurring Gift Conversion

Hi Shelley and all, Thank you for your post.

We now have run into the exact same issue. That said, I do want to flag that removing the end date feels like a messy workaround rather than a real solution, and the logic still doesn't sit right with me.

The whole point of setting an end date on an appeal is so that new pledges, recurring gifts, or one-time gifts don't get coded to an appeal that has already ended. But for existing recurring gifts and installment payments, the payment should always carry the same appeal as the original commitment gift — that's just how it works.

So the appeal needs to remain usable for those payments even after it has ended. Removing the end date entirely defeats the purpose of having one. The end date and the Active flag should be doing two different jobs, but right now they seem to be treated as the same thing. Has anyone found a better way to handle this?

This also raises another question for me around reporting. When doing year-over-year analysis, the appeal end date is a logical and clean way to identify when a campaign concluded. If we can't use the end date field for its intended purpose without breaking batch processing, how are others tracking when an appeal has ended for reporting purposes? Is there another field or method you're using to differentiate active campaigns from concluded ones in your YOY analysis? Would love to hear how others are handling this!