How do I handle applying a payment from a Foundation to another constituents pledge?
You can enter it in the constituent’s file -- when you are filling out the Payments Screen, indicate the name of the foundation in the Name field on that screen. Then you can apply that payment to the pledge. That would give you a record of who actually wrote the check.
Accounting purists, however, would urge that you set up a new record for the foundation and record the payment there, giving a soft credit to the constituent. You would then have to adjust the pledge in the constituent file to reduce it by the amount of the payment from the foundation.
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Julie P. Hamre
Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
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-----Original Message----- From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Parnell E. LaLonde IV Sent: Thursday, May 07, 2009 11:32 AM To: Julie Hamre Subject: [Tessitura Development Forum] Pledges Paid by Another Constituent How do I handle applying a payment from a Foundation to another constituents pledge? 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!
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!