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We are in the process of finalizing our campaign counting report, and a question came up about pledge payments and the CASE guidelines on counting pledge payments from past pledges. 

If a donor made a previous commitment (prior to the date we started counting), and that pledge is booked by the business office, do we count the payments made on said pledge in this campaign, given that this campaign is a comprehensive campaign?

Any guidance would be helpful. Thank you!

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Maggie Raiken
Director of Advancement Services
Polytechnic School
Pasadena, CA
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Original Message:
Sent: 3/30/2021 2:41:00 PM
From: Maggie Raiken
Subject: Campaign Counting

We are in the process of finalizing our campaign counting report, and a question came up about pledge payments and the CASE guidelines on counting pledge payments from past pledges. 

If a donor made a previous commitment (prior to the date we started counting), and that pledge is booked by the business office, do we count the payments made on said pledge in this campaign, given that this campaign is a comprehensive campaign?

Any guidance would be helpful. Thank you!

------------------------------
Maggie Raiken
Director of Advancement Services
Polytechnic School
Pasadena, CA
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Original Message:
Sent: 3/30/2021 2:46:00 PM
From: John H. Taylor
Subject: RE: Campaign Counting

No.  You cannot ever count payments made on pledges that donors made before the inception of the current campaign.  It does not matter whether you ever counted the pledge in some other campaign.  What matters only is whether the pledge was made during this campaign.  If it was not, then corresponding payments cannot be counted, either.

FWIW, this has been the CASE standard since the first campaign policies came out in 1994 - and remain true 25-years later in the latest edition.

John

John H. Taylor

Principal

John H. Taylor Consulting, LLC

2604 Sevier St.

Durham, NC   27705

johntaylorconsulting@gmail.com

919.816.5903 (cell/text)

Serving the Advancement Community Since 1987

Original Message:
Sent: 3/30/2021 2:41:00 PM
From: Maggie Raiken
Subject: Campaign Counting

We are in the process of finalizing our campaign counting report, and a question came up about pledge payments and the CASE guidelines on counting pledge payments from past pledges. 

If a donor made a previous commitment (prior to the date we started counting), and that pledge is booked by the business office, do we count the payments made on said pledge in this campaign, given that this campaign is a comprehensive campaign?

Any guidance would be helpful. Thank you!

------------------------------
Maggie Raiken
Director of Advancement Services
Polytechnic School
Pasadena, CA
------------------------------