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Sue Russell
How to select New Gifts and Pledges for a time period

Hi all,

I tried to post this ealrier, so this MIGHT be a repeat...

I need to produce a monthly report of new gifts and pledges  (but not payments) received during a particular month.  I can get these, and I only want hard credit.  But, is there a way to exclude Foundation gifts that are in reality pledge payments towards a pledge made in a prior time period?  For example, Rocky T.F. Squirrel pledged $444,444 last year.  This month, we received a payment towards that pledge from the Bullwinkle Foundation.  This payment gets entered as an "on behalf of" transaction (i.e., has an honor marker = B), entered from Rocky's side of the pledge.  But, it is a "gift transaction" on the foundation side.   But I don't want this particular "Gift Transaction" included because it's a payment on a pledge that we already reported in a different time period.  However, I do want some on behalf of transactions, if they are actually for the selected time period (i.e., this month).

I've seen this discussed before but not in while.  Anyone have a nice little solution to this?

Thanks,

Sue, St. George's School, Newport, RI

susan_russell@stgeorges.edu

 

IT Department
Gifts and pledge

Hi Sue,

This was an issue we had her for counting just new pledges and new gifts and having gift transactions a credit on the donor side paying pledges.  One we try not to do it where we can by making new DAF records by the fund name.  But it still happens.

When I am running a report like this I use the Asset amount.  I still pull pledge, gift, expectancy transactions.  but, I created formulas in Crystal that uses the amount pledge field for pledge and expectancies and I use a formula for if gift transaction and calculate on giftasset instead of giftamount. We also have a check system for gift entry to make sure asset is equal to zero for a credit paying on a pledge connected to a gift transactions.

This is not a problem for Annual because we use pledge and pledge balance in calculations.

This will solve the double counting of gifts that are really pledge payments.  

Give me a call if you want futher detail.  Credits paying on pledges have been an issue for a long time and each place I go sites are double counting.


Ted

978-371-6520

Sue Russell
Counting new gifts and pledges

Hi Ted,

Thank you for your response.  I am probably trying to get too much out of one report.  I considered using the assett amount as well, but one of my problems , for example, is this:  if a donor has a gift of $500 which is later matched by his company for $500, I would like to show that as a gift of $1,000 and somehow not count the $500 match twice. (Of course I can eliminate match pledges and payments so this is not a perfect example, but just an illustration.)  The donor is "responsible" for the whole $1,000, and in a report that shows gifts in gift amount order, I want him to fall in the $1,000 range, not the $500.  PLUS I want that to add up to the actual amount we have raised!  (Which admittedly is probably asking too much!!) This is just an example, of course it's not that important for $1,000.  But when you get to $100,000 it is.  So I'm still working on this, but it would be great if we could have a check box that indicates the "credit" source is being used as a "payment" on another donor's pledge balance.  That way you could use the GiftTotal field and exclude those "gifts/credits" that are pledge payments.  If there is a field that already does this somebody tell me!

Sue

St. George's School    susan_russell@stgeorges.edu

Millenium 2014

SQL

Sue Russell
Hi Ted,

Hi Ted,

Thank you for your response. I am probably trying to get too much out of one report. I considered using the assett amount as well, but one of my problems , for example, is this: if a donor has a gift of $500 which is later matched by his company for $500, I would like to show that as a gift of $1,000 and somehow not count the $500 match twice. (Of course I can eliminate match pledges and payments so this is not a perfect example, but just an illustration.) The donor is "responsible" for the whole $1,000, and in a report that shows gifts in gift amount order, I want him to fall in the $1,000 range, not the $500. PLUS I want that to add up to the actual amount we have raised! (Which admittedly is probably asking too much!!) This is just an example, of course it's not that important for $1,000. But when you get to $100,000 it is. So I'm still working on this, but it would be great if we could have a check box that indicates the "credit" source is being used as a "payment" on another donor's pledge balance. That way you could use the GiftTotal field and exclude those "gifts/credits" that are pledge payments. If there is a field that already does this somebody tell me!

Sue

St. George's School susan_russell@stgeorges.edu

Millenium 2014

SQL

IT Department
Hi Sue,

Hi Sue,

 

I have asked for that in the past as well or even another transaction type.

Call me if you want to chat, my days are numbered since I am looking in Florida to work.

978-371-6520

Ted