Hello,
Novice question and I'm not sure this is even the correct space for this... One of our donors has a newly formed foundation and sent us a check from said foundation in order to pay off his yearly Capital Campaign pledge for FY18. The pledge was put on the household account. Is there a way to pay off the pledge payment in a hard credit/soft credit transaction? Or will I need to adjust the pledge and then do the hard credit/soft credit?
Thanks!
Aaron B,
San Diego Symphony
Best practice is to adjust down the pledge and then enter the soft credit in a new gift.
Feel free to reach out if you have any questions!
Thank you very much! Alyssa Saint