I hope someone can help with a crazy gift and pledge entry situation. Here is what happened:
A gift was entered twice – once under a household and once under the household’s foundation. We need to figure out how to delete the gift entered under the foundation.
To make matters worse, the gift entered under the household was also entered in with a $500,000 pledge. The household has changed their mind about the specific pledge and would like it removed. Is it possible to keep the gift but remove the attached pledge?
I have searched the help site and can't find any instructions on this and I know this must not be the first time something like this has happened.
Any help would be greatly appreciated!
Stacey Dezelon
Maryland Hall for the Creative Arts
Hi Stacey,
Here is a link to the documentation for adjusting and refunding contributions. It gives a thorough explanation and includes screenshots.
http://www.tessituranetwork.com/Help_System/Content/Contribution%20Processing/Adjustments.htm
You can refund the contribution on the foundation account. This doesn't delete the entry but it does zero it out.
Adjusting the pledge amount for the contribution in the household account is a straight forward process, but it does take some practice. Just follow the steps in the documentation and you should be fine.
Good luck.
Jared
Thanks Jared!
Your information was most helpful! We were able to get the situation resolved.
I appreciate you taking the time to respond!
Stacey