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Pledge Overpayments

Tele Durham
$organization

Hello!

We recently received a gift that was meant to count toward a donor's pledge, but the gift was actually $500 more than the original pledge amount. 

We ended up fulfilling the pledge, placing $500 'On Account', and processing the remaining $500 like a separate gift entry, but the process felt a little clunky, and I'm just wondering if other organizations have come across this, and how y'all have handled it?

Thank you!

Tele Durham

Parents
  • $organization

    I reference the entire payment at that time in the Ack. If necessary, I reference the portion which completed their pledge and continue to thank them for the additional amount.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tele Durham
    Sent: Friday, August 16, 2013 3:11 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Pledge Overpayments

     

    Thank you both for the additional insight! I have another quick question about sending acknowledgements for these gifts; do y'all send two separate acknowledgements, or do you manually combine the gifts into one letter. Or, is there some way to link the gifts to one acknowledgement letter in Tessitura?

    Thanks again!

    Tele

    From: Katherine Kerr <bounce-katherinekerr3923@tessituranetwork.com>
    Sent: 8/16/2013 11:34:58 AM

    We pay off the initial pledge and then enter a second gift for the additional amount.  We use a different source code for the additional portion than we do for the pledge payment.

     

     

    Katie Kerr

    Accounts Receivable & Systems Manager

    Pittsburgh Public Theater Corporation

    621 Penn Avenue

    Pittsburgh, PA   15222

    412-316-8200 ext 718

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tele Durham
    Sent: Wednesday, August 14, 2013 11:58 AM
    To: Katherine Kerr
    Subject: [Tessitura Development Forum] Pledge Overpayments

     

    Hello!

    We recently received a gift that was meant to count toward a donor's pledge, but the gift was actually $500 more than the original pledge amount. 

    We ended up fulfilling the pledge, placing $500 'On Account', and processing the remaining $500 like a separate gift entry, but the process felt a little clunky, and I'm just wondering if other organizations have come across this, and how y'all have handled it?

    Thank you!

    Tele Durham




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    I reference the entire payment at that time in the Ack. If necessary, I reference the portion which completed their pledge and continue to thank them for the additional amount.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tele Durham
    Sent: Friday, August 16, 2013 3:11 PM
    To: Marie Kocher
    Subject: RE: [Tessitura Development Forum] Pledge Overpayments

     

    Thank you both for the additional insight! I have another quick question about sending acknowledgements for these gifts; do y'all send two separate acknowledgements, or do you manually combine the gifts into one letter. Or, is there some way to link the gifts to one acknowledgement letter in Tessitura?

    Thanks again!

    Tele

    From: Katherine Kerr <bounce-katherinekerr3923@tessituranetwork.com>
    Sent: 8/16/2013 11:34:58 AM

    We pay off the initial pledge and then enter a second gift for the additional amount.  We use a different source code for the additional portion than we do for the pledge payment.

     

     

    Katie Kerr

    Accounts Receivable & Systems Manager

    Pittsburgh Public Theater Corporation

    621 Penn Avenue

    Pittsburgh, PA   15222

    412-316-8200 ext 718

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tele Durham
    Sent: Wednesday, August 14, 2013 11:58 AM
    To: Katherine Kerr
    Subject: [Tessitura Development Forum] Pledge Overpayments

     

    Hello!

    We recently received a gift that was meant to count toward a donor's pledge, but the gift was actually $500 more than the original pledge amount. 

    We ended up fulfilling the pledge, placing $500 'On Account', and processing the remaining $500 like a separate gift entry, but the process felt a little clunky, and I'm just wondering if other organizations have come across this, and how y'all have handled it?

    Thank you!

    Tele Durham




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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