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Best way to track and report on monthly pledges

Brian O'Neill
$organization

Our organization is accepting more and more monthly pledges, but we are struggling on the reporting side. What is the best way to track when pledge money will come in and how many people we have on monthlies?

I've looked at Pledge Receivable Report and Pledge Receivable by Period and they are not helping much with this. Is there another report/method, or am I misusing the reports? 

Any insight would be appreciated - I would like to be able to project contributions, especially when they cross fiscal years.

  • $organization

    Hi Brian,

    I recommend the Yearly Cash Planing Report - it changed my life.  It is under the Finance reports section. You can run it by various start and end dates, refine by campaigns and funds as well as by lists. We use it specifically to see what money will come in during which season for pledges that cross fiscal years.  

    Take a look at the documentation in the help system, I found it to be very helpful when I was first looking into the report.

    Laurel

    Cal Performances, UC Berkeley

  • $organization

    Yearly Cash Report should help with this.  It will also let you know credit card vs check billings

     

    From: Brian O'Neill [mailto:bounce-brianoneill8854@tessituranetwork.com]
    Sent: Tuesday, June 28, 2016 2:08 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Development Forum] Best way to track and report on monthly pledges

     

    Our organization is accepting more and more monthly pledges, but we are struggling on the reporting side. What is the best way to track when pledge money will come in and how many people we have on monthlies?

    I've looked at Pledge Receivable Report and Pledge Receivable by Period and they are not helping much with this. Is there another report/method, or am I misusing the reports? 

    Any insight would be appreciated - I would like to be able to project contributions, especially when they cross fiscal years.




    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!

  • $organization

    The Yearly Cash Planning report is great for this!! Check it out!

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian O'Neill
    Sent: Tuesday, June 28, 2016 1:09 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Best way to track and report on monthly pledges

     

    Our organization is accepting more and more monthly pledges, but we are struggling on the reporting side. What is the best way to track when pledge money will come in and how many people we have on monthlies?

    I've looked at Pledge Receivable Report and Pledge Receivable by Period and they are not helping much with this. Is there another report/method, or am I misusing the reports? 

    Any insight would be appreciated - I would like to be able to project contributions, especially when they cross fiscal years.




    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!