Pledges with Soft Credit applied

Whitney Shelton
Whitney Shelton
Kudos 3 Third Anniversary Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

I am trying to create a query or list for the following:

Name of the account with the pledge, all pay-cash

An example of my issue: Company ABC committed to a $100,000 pledge, and the pledge shows on their organization record.

Mr. John Smith works for Company ABC and has received hard credit for some pledge payments and soft credit for others.

When my director wants to see who has pledges with balances remaining, we want to be able to show the hard credits only and with the errors in our data, it isn't apparent.

Similarly, what are your suggestions on handling pledges credited to the wrong record? Using the example above, Mr. John Smith's record holds the pledge, he receives hard credit sometimes, but the payments come from the org.

Thank you! This is a long question…..

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Whitney Shelton When you are looking at pledge balance, it will only reflect the hard credits - money applied to the pledge.

    It is a fairly common thing that pledge may be on constituent record A and payment for the pledge comes from constituent A and is applied to pledge and another payment comes from constituent B and is applied to pledge. Pledge balance reflects both payments, regardless of any soft credit or who made payment.

    In your example where John has both HC and SC, are payments from the same source? If so, you will need to look at your gift entry procedures to be sure you are consistent. Should he be hard credited for payment from company? If from different sources having HC and SC may be accurate.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    If pledge is truly on the wrong record, in webview a gift can be moved to a different record. It has to be individual to individual/organization to organization. I created a ‘conversion’ record that I move gift to and then change type to the opposite when needed to move between an individual to org record or vise versa.

    A query of pledge with balances is pretty easy. Constituent query, gift info find ‘pledge balance’ > set to greater than 0.00 or 0.01. You can only include certain date range, fund, appeal, gift type (only pledge, not MG pledge), etc. It groups the records into a list in a few steps.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 bbcon 2025 Attendee Badge

    @Whitney Shelton
    I'm not sure what is the intent of the report you are trying to create. Hard credit or Soft Credit doesn't really matter in the case of payment to pledge. Any constituent (person or org) can pay another constituent record's pledge.

    Constituent A (the one with the pledge) can make payment to its own pledge, and therefore both the pledge and payment show up in the constituent's gift area (tab or tile).

    Constituent B (the one without the pledge) can make a payment to Constituent A pledge, and therefore ONLY the payment made is showing in Constituent B gift area. Constituent A gift area will NOT show Constituent B payment.

    This is true if there is no “soft credit” involve. So generally gift entry will try to use “soft credit” so that the pledge and payment shows up altogether. Using above example:

    Constituent A pledge and payment is soft credit to Constituent B
    Constituent B payment is soft credit to Constituent A

    this way, both Constituent A and B will show all 3 gift records (1 pledge and 2 payments). Let me first say, I do not agree to this way of entries.

    That said, if you are just trying to create a report on all pledge that has a balance remaining, then just do what JoAnn has mentioned already, hard/soft doesn't quite matter. Otherwise, please give more info on what is the intention of the report so we can better help.

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