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Reporting for Pledges with Payments Scheduled 5+ Yrs After Campaign End

  • 1.  Reporting for Pledges with Payments Scheduled 5+ Yrs After Campaign End

    Posted 18 days ago
    Folks,

    We are in the process of doing prep work for reporting for the new campaign we are in. Upon reviewing the new Global Guidelines, we realized that for any pledges with payments due 5+ years after the campaign end, we cannot count the the portion due after the 5 year period (see page 67, section 7.7 in the new Guidelines). In other words, since our campaign is set to end on 8/31/25, we cannot count pledge amounts due to be paid after 8/31/30. If I am reading that incorrectly, someone tell me so you don't have to keep reading!

    So here's the problem, we need to book the entire pledge for all sorts of obvious reasons like fundraiser credit, donor relations, AR management, etc. I don't want to enter separate pledges (one for the countable portion and one for the non-countable) since that would lead to problems with calculations for largest pledge, latest pledge, and pledge reminder totals. We're kicking around the idea of writing code that would calculate this for us and populate a "campaign amount" field for reporting tables, but that seems possibly messy.

    If anyone has found a way to address this, I'd love to hear how. Extra points awarded if the answer works for Advance, which is what we are still using. Thank you.

    -jsg

    ------------------------------
    Josh Greenbaum
    Executive Director, Advancement Information Svcs
    Emory University
    josh.greenbaum@emory.edu
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  • 2.  RE: Reporting for Pledges with Payments Scheduled 5+ Yrs After Campaign End

    Posted 18 days ago

    We ignored at booking and produced a monthly reconciling report to address declines based on pledge payment due date. They were not that common or dollar impactful, so it didn't make sense to break the machine to accommodate.

     

    Aaron

     

    Aaron Forrest CPA

    Senior Director Gift and Donor Services

    University of Rochester Office of Advancement

    Larry and Cindy Bloch Alumni and Advancement Center

    300 East River Road

    Rochester NY 14627

    Office 585.275.2799 / Fax 585-273-4558

    Email aaron.forrest@rochester.edu

     

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