Changing Fund for Pledge

Just wondering that since this for a Future Exhibition – wouldn’t this be something that will be temp restricted (it has both time and purpose).   I don’t know what the GL structure but if you will be restricting this wouldn’t you be able to provide the Exhibit specific info when your un restrict?

For our new productions we have a single fund code set up with a basic GL minus the activity code that designates the production.   We manually add the activity information when we add the pledge or release the funds. 

Otherwise you could also have the pledge in the holding fund – and then adjust the entire pledge by reposting it once you have the new GL/Fund.     The effect would be a “wash” on your GL

Hello Development folk,

We are creating our Funds for some new Pledges. A common Pledge is to contribute to a special exhibition each year. Each exhibition has a separate Fund and GL.

Our challenge is how to enter a Pledge for a future year when the special exhibition is not known (so no Fund yet), but we are still accepting Pledges for the eventual exhibition.

My initial thought was to have a special Fund called Future Unannounced Exhibition Fund, and then adjust the Pledge when the exhibition is known and the GL/Fund exist.

However, changing the Fund for an existing Pledge seems not possible, and potentially not advisable.

How does your organisation manage similar scenarios?

Thanks all,

Nicholas

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Just wondering that since this for a Future Exhibition – wouldn’t this be something that will be temp restricted (it has both time and purpose).   I don’t know what the GL structure but if you will be restricting this wouldn’t you be able to provide the Exhibit specific info when your un restrict?

For our new productions we have a single fund code set up with a basic GL minus the activity code that designates the production.   We manually add the activity information when we add the pledge or release the funds. 

Otherwise you could also have the pledge in the holding fund – and then adjust the entire pledge by reposting it once you have the new GL/Fund.     The effect would be a “wash” on your GL

Hello Development folk,

We are creating our Funds for some new Pledges. A common Pledge is to contribute to a special exhibition each year. Each exhibition has a separate Fund and GL.

Our challenge is how to enter a Pledge for a future year when the special exhibition is not known (so no Fund yet), but we are still accepting Pledges for the eventual exhibition.

My initial thought was to have a special Fund called Future Unannounced Exhibition Fund, and then adjust the Pledge when the exhibition is known and the GL/Fund exist.

However, changing the Fund for an existing Pledge seems not possible, and potentially not advisable.

How does your organisation manage similar scenarios?

Thanks all,

Nicholas

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!