Adjusting a completed pledge

We have a pledge on which all payments have been made. I need to adjust a portion of the total amount to a different campaign and designation. When I go to do the adjustment and I enter the original source, the box pops up that prompts me to select which gift to adjust, however the one I need to adjust does not appear. I'm not sure why it wouldn't show up or how I can get it to show up so that I can adjust it. Any ideas here on why this might be happening?

Parents
  • Former Member
    Former Member $organization
    I think we had a similar problem like the one you describe. I believe we had to do a work around because we couldn’t access the gift record we wanted to adjust. I think we had to zero out the original pledge and then renter it and related installments (won’t do that again).
     
    One thought – is the Campaign that the pledge was posted to still open? Some organizations inactivate old campaigns once the fiscal year is complete.
     
    Good luck!
     
    John
     
    John Bradley
    Senior Membership Manager
    Historic New England
    Haverhill Regional Office
    151 Essex Street
    Haverhill,  MA 01832-5564
    617-994-5935
    logo
     
Reply
  • Former Member
    Former Member $organization
    I think we had a similar problem like the one you describe. I believe we had to do a work around because we couldn’t access the gift record we wanted to adjust. I think we had to zero out the original pledge and then renter it and related installments (won’t do that again).
     
    One thought – is the Campaign that the pledge was posted to still open? Some organizations inactivate old campaigns once the fiscal year is complete.
     
    Good luck!
     
    John
     
    John Bradley
    Senior Membership Manager
    Historic New England
    Haverhill Regional Office
    151 Essex Street
    Haverhill,  MA 01832-5564
    617-994-5935
    logo
     
Children