Hi, all.I am wonder about best practices in assigning appeals to pledge payments-should they follow the appeal of the original pledge, or the most recent appeal (if applicable) that secured the payment? For example: we have many open pledges attributed to a personal ask from a fundraiser. If subsequent payments come in from a direct mail piece or unsolicited etc., would the payment be attributed as such or remain as pay-cash on a 'personal ask.' I can see merits to both, so wanted to inquire as we solidify our (newly revamped) appeals structure in Raiser's Edge.Thank you in advance for your insights!
By default, RE applies the appeal from the original pledge to all subsequent pledge payments. It is for this reason that appeals must be left active for quite a long time. rom the fundraising perspective, this makes sense, since the pledge intent and subsequent obligation was motivated by the initial appeal (or proposal). Fundraising counts the full initial pledge when it is made. The subsequent pledge payments would not normally be tied to a different appeal, since they are simply an obligation that the donor accepted previously.
Michael S. Dotson, PhD, bCRE-Pro
Senior Director of Information and Data Services
Philanthropy & Alumni Engagement
1120 15th Street AD-1119
Augusta, GA 30912
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