Does anyone know how to adjust a pledge for an individual belonging to a household? The contributions screen will default to the household account and the Tessitura FAQ page does not lay out instructions to complete this task from the individual's account.
Hi James,
Does the pledge have to stay on the individual's account? If not, you could move the transactions to the household and adjust the gift as normal. If the gift does need to stay on the individual's account, I will usually remove the individual from the household, adjust the gift, and then add the individual back to the household after the batch is closed. It is tedious and messy, but we only have one donor in the whole database who we handle this way.
You could also change the default setting for transacting at the household level in the T_Defaults table, but that's a much larger operational change and is probably more than you need. For our one donor, it makes more sense to just rearrange the household.
Hi Juliane! Thank you for your response. No, the pledge was supposed to be paid off, but the payment was processed as an outright gift in the household account. Separating the household could work, but will that muddy the giving history?
I will likely write off this pledge later in the year along with several others so I may have a solution. This is the second time I have encountered this same issue and I imagine it will come up again soon.
For our donor that must have gifts processed on their individual account rather than the household, we need the two giving histories to stay separate, so it doesn't muddy up the giving history as long as we're careful never to move transactions to the household. That doesn't sound quite like what you need though. Since the money is already on the household, could you move the pledge to the household and either adjust the gift to pay it off, or adjust the pledge there?