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zeroing out the balance of a pledge

Janet Fry
$organization

I am looking for help with a pledge.  The bulk of the pledge commitment has been met and there was a minimal amount remaining (difference due to sale of stock and the date of that sale) that our executive director wants to disregard.  Writing off a pledge didn't seem to be the right approach so we attempted to adjust the gift.  Now instead of having a balance of $160, the record shows $320 as an outstanding balance.  Does anyone have any suggestions for how to fix our problem?

Thanks,

Jan Fry

Omaha Community Playhouse

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  • $organization

    Hi Jan,

     

    I’m wondering if the payment was accidentally adjusted instead of the pledge.  It would be one thing to check.  For instance, if the original pledge was $1000 and after the stock gift the balance was $160, you would need to adjust the pledge amount to $840.  If the payment was accidentally adjusted, you will need to adjust that payment back in and then adjust the pledge amount.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Janet Fry
    Sent: Thursday, July 12, 2012 3:29 PM
    To: TC Brown
    Subject: [Tessitura Development Forum] zeroing out the balance of a pledge

     

    I am looking for help with a pledge.  The bulk of the pledge commitment has been met and there was a minimal amount remaining (difference due to sale of stock and the date of that sale) that our executive director wants to disregard.  Writing off a pledge didn't seem to be the right approach so we attempted to adjust the gift.  Now instead of having a balance of $160, the record shows $320 as an outstanding balance.  Does anyone have any suggestions for how to fix our problem?

    Thanks,

    Jan Fry

    Omaha Community Playhouse




    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!

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  • $organization

    Hi Jan,

     

    I’m wondering if the payment was accidentally adjusted instead of the pledge.  It would be one thing to check.  For instance, if the original pledge was $1000 and after the stock gift the balance was $160, you would need to adjust the pledge amount to $840.  If the payment was accidentally adjusted, you will need to adjust that payment back in and then adjust the pledge amount.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Janet Fry
    Sent: Thursday, July 12, 2012 3:29 PM
    To: TC Brown
    Subject: [Tessitura Development Forum] zeroing out the balance of a pledge

     

    I am looking for help with a pledge.  The bulk of the pledge commitment has been met and there was a minimal amount remaining (difference due to sale of stock and the date of that sale) that our executive director wants to disregard.  Writing off a pledge didn't seem to be the right approach so we attempted to adjust the gift.  Now instead of having a balance of $160, the record shows $320 as an outstanding balance.  Does anyone have any suggestions for how to fix our problem?

    Thanks,

    Jan Fry

    Omaha Community Playhouse




    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!

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