While it’s not ideal, we tend to follow a similar process to the one you described. We provide our donors with pledge reminders that indicate the total amount pledged, amount paid-to-date, and amount currently due. When a donor who has a multi-year commitment changes their pledge amount or payment schedule, then in order for the data on these pledge statements (reminders) to calculate accurately, we occasionally have to write-off and re-enter the multi-year commitment.
University of Puget Sound
From: firstname.lastname@example.org [mailto:email@example.com] On Behalf Of MUGwest@sagenpsforums.com
Sent: Tuesday, May 29, 2012 7:01 AM
To: Sean M Vincent
Subject: Couldn't find help on Sage's site on Donors increasing Pledge
You are email subscribed to the MUG West forum in the Sage Nonprofit Solutions online community. elisekt posted the following message or comment:
What do you do when a donor has made an $800 pledge, paying annually $150 and on their third payment says they want to increase their pledge to $1,000 and pay $200 a year?
Initially, if they had several payments we would write another pledge for the difference, but when they received notices some complained that the whole pledge was $1,000 not $800 and $200. So I had gone to entering the $1,000 pledge, write off the old balance on the old pledge with the comment of a new pledge and then write off that (the amount paid on the first pledge) off the new pledge. OR, I would write off everything on the old and reapply them to the new.
Although it is nice to have donors increase their pledges it's a lot of work for me to get them so everyone is happy. I'd really appreciate what any one has to say or tell me how we should be doing this. I couldn't find any help through SAGE