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