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Fund Activity Report & Pledges

Phil Petch
$organization
As most of us are aware Fund Activity Report is the holy grail for all things donations reporting. This year, I am reporting donations activity based on contribution dates, not transaction dates as in years past. This is fine. EXCEPT that pledges negatively impact the accuracy of the report. This is because the Fund Activity Report recognises all of the instalment payments within the payment schedule that have been transacted to date attributing them to the overall contribution date of the pledge, not their individual transaction dates, which could be in separate months / quarters etc. Utilising both transaction date & contribution date when running this report would have further impact particularly based around EFT gifts where the transaction date and contribution date are very rarely one and the same. Has anyone encountered this problem, and how have you overcome it? Please note that I cannot extract and manipulate the Fund Activity Report in a program like excel to achieve my desired outcome - it's all about maintaining the report's integrity - and I cannot go back to utilising transaction date as the sole parameter for reporting donations activity, it must be contribution date - but pledges are making my work life very challenging at the moment. Thanks, Phil (also, I had this typed up in paragraphs, but upon posting the message board has clumped my query together in one hideous block of text. Sorry for having to navigate one hideous block of text).


[edited by: Phil Petch at 8:48 PM (GMT -6) on 31 Jan 2017]
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  • $organization
    Phil, The Contribution date is changeable so we change the contribution date to when future pledges are due. Its important though that you talk to your finance department and other staff who view contributions in your organization if you are going to do this as the contribution will get hidden in the future so you may have to uncheck the Date box to see them. Our finance department looks at transaction date reports so this does not cause a problem for them. At the end of the year I do a pivot table on all contributions so they can be viewed both by transaction and contribution date for the auditors. We have trained our other users to double click the contribution to see the actual paid date and how to find the future contributions by unchecking the date box. We do three year future pledge drives and this has worked well for us for several years.
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  • $organization
    Phil, The Contribution date is changeable so we change the contribution date to when future pledges are due. Its important though that you talk to your finance department and other staff who view contributions in your organization if you are going to do this as the contribution will get hidden in the future so you may have to uncheck the Date box to see them. Our finance department looks at transaction date reports so this does not cause a problem for them. At the end of the year I do a pivot table on all contributions so they can be viewed both by transaction and contribution date for the auditors. We have trained our other users to double click the contribution to see the actual paid date and how to find the future contributions by unchecking the date box. We do three year future pledge drives and this has worked well for us for several years.
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