Hello,
Does anyone have a recommendation about how to track expected cash for contributions that have not been booked and cannot be booked as pledges? Then once the money is received we could automatically delete or alter the expected amount.
Thank you,
Erica Weitze
Development Operations Coordinator
Opera Philadelphia
weitze@operaphila.org
Hi everyone,
Does anyone else have best practices or suggestions on this? We're currently trying to figure out the best way to track these "pledges" as well. Anyone want to share their system and experiences with that system?
Thanks,
Stephanie
I think using Plans would be a solid approach for this. If you also have the requirement to track when you expect the money by month, you can use the goal by date for that. If you need to do different type of reporting on these than you would with other plans, if you use a specific Plan Type (or Plan Status or both) just for these "not a pledge" expected monies, then you could pretty easily report on when you expect what, using the Plans cube in T-Stats. You'd want to use some combination of Goal By Date (treat it like a "due" date) and Plan Type and Plan Status. If it'd be a multi-payment "not a pledge", you might end up with more than one plan per person (so they can have their own Goal By Dates), but I do think it could work and is in the spirit of what Plans are for.