I need to move money from a sustainer fund into current operations. Is there any way to do this without making changes to the original gift?
You can adjust the gift by clicking Adjust, selecting the gift, applying a negative number equal to the amount of the original gift (thereby changing that gift to zero), then click New and enter a positive amount to the correct fund. Now, it will show up as an adjustment on the day you make it, but there will still be the original record on the original date (albeit with a zero amount). Be sure to attach a note to the adjustment to remind you why you did it.
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Julie P. Hamre
Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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-----Original Message----- From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Margaret Reeder Sent: Thursday, April 09, 2009 5:03 PM To: Julie Hamre Subject: [Tessitura Development Forum] moving restricted funds into current ops I need to move money from a sustainer fund into current operations. Is there any way to do this without making changes to the original gift? 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.
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.