Hello,
My organization is making a big push to do multi-year pledges, for example $3000 per year, for 5 years. Our accounting team prefers that these are all entered into the separate campaign years, but does not need the gifts to be otherwise restricted.
The only way I have found to do this is to change the start dates on campaigns and funds so that I can enter a gift in, say the 17-18 Giving Campaign, now. Is there a better way to accomplish this?
Also, if I am entering these pledges into these future campaigns, but not otherwise time restricting them, do I need to do anything to change them from future to current once the time comes?
Thank you,
Karen
Development Associate
Portland Center Stage
Hi Karen,
For each future year pledge you will need to click the Allocate Funds button under the Membership Tab in the Contribution window and click the Add New Membership button. That will create a new membership record.
Thank you Terry, that is crazy-helpful!