Pledge with payments towards two different campaigns

Former Member
Former Member $organization

Hi, hoping for some help/advice as I'm encountering this situation for the first time.  We have a significant pledge from a donor that was made in 2007 to set up an endowment fund for our performing arts center.  At that time, an initial payment was made to be used for operating purposes.  The pledge was never entered in the system, but the payment was.  We'd really like to set this up correctly and have the pledge entered and then make the payment on it.  Is there a way for me to do this for a past campaign?

The next problem is that this week we are now receiving two payments on the pledge, with one establishing the endowment and the other to be used for our next fiscal year's operating budget.  I believe I can restrict the payment for that time period, but am I able to designate it to a different campaign?  (The original pledge would be made in an endowment campaign, but this one payment would, in essence, go to our Annual Fund campaign for next year).

Quickly wanted to post this, but I'd be happy to go into more detail if I need to.  Thanks!

Anthony

Parents
  • Anthony,
     
    We have developed a custom screen for to track major gifts and the pledge payments that are made each year.  These payments are sometimes made to different campaigns in different years.  The report that support the screen tracks outstanding pledges. 
     
    The screen provides a record of the original gift/pledges and does not clog up the solicitations screen by building multiple solicitations. 
     
    I would be happy to explain further if this is a route that you want to take. 
     
    All the best,
     
    Meredith

    Meredith Meads
    Development Coordinator, Major Gifts
    The National Ballet of Canada
    The Walter Carsen Centre
    470 Queens Quay West
    Toronto, ON M5V 3K4
    Tel: 416 345 9686 x337
    Fax: 416 345 8323
    Email: mmeads@national.ballet.ca  
    Web: www.national.ballet.ca



    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anthony Busti
    Sent: Tuesday, January 12, 2010 10:37 AM
    To: Meredith Meads
    Subject: [Tessitura Development Forum] Pledge with payments towards two different campaigns

    Hi, hoping for some help/advice as I'm encountering this situation for the first time.  We have a significant pledge from a donor that was made in 2007 to set up an endowment fund for our performing arts center.  At that time, an initial payment was made to be used for operating purposes.  The pledge was never entered in the system, but the payment was.  We'd really like to set this up correctly and have the pledge entered and then make the payment on it.  Is there a way for me to do this for a past campaign?

    The next problem is that this week we are now receiving two payments on the pledge, with one establishing the endowment and the other to be used for our next fiscal year's operating budget.  I believe I can restrict the payment for that time period, but am I able to designate it to a different campaign?  (The original pledge would be made in an endowment campaign, but this one payment would, in essence, go to our Annual Fund campaign for next year).

    Quickly wanted to post this, but I'd be happy to go into more detail if I need to.  Thanks!

    Anthony




    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!
Reply
  • Anthony,
     
    We have developed a custom screen for to track major gifts and the pledge payments that are made each year.  These payments are sometimes made to different campaigns in different years.  The report that support the screen tracks outstanding pledges. 
     
    The screen provides a record of the original gift/pledges and does not clog up the solicitations screen by building multiple solicitations. 
     
    I would be happy to explain further if this is a route that you want to take. 
     
    All the best,
     
    Meredith

    Meredith Meads
    Development Coordinator, Major Gifts
    The National Ballet of Canada
    The Walter Carsen Centre
    470 Queens Quay West
    Toronto, ON M5V 3K4
    Tel: 416 345 9686 x337
    Fax: 416 345 8323
    Email: mmeads@national.ballet.ca  
    Web: www.national.ballet.ca



    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anthony Busti
    Sent: Tuesday, January 12, 2010 10:37 AM
    To: Meredith Meads
    Subject: [Tessitura Development Forum] Pledge with payments towards two different campaigns

    Hi, hoping for some help/advice as I'm encountering this situation for the first time.  We have a significant pledge from a donor that was made in 2007 to set up an endowment fund for our performing arts center.  At that time, an initial payment was made to be used for operating purposes.  The pledge was never entered in the system, but the payment was.  We'd really like to set this up correctly and have the pledge entered and then make the payment on it.  Is there a way for me to do this for a past campaign?

    The next problem is that this week we are now receiving two payments on the pledge, with one establishing the endowment and the other to be used for our next fiscal year's operating budget.  I believe I can restrict the payment for that time period, but am I able to designate it to a different campaign?  (The original pledge would be made in an endowment campaign, but this one payment would, in essence, go to our Annual Fund campaign for next year).

    Quickly wanted to post this, but I'd be happy to go into more detail if I need to.  Thanks!

    Anthony




    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!
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