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Appeals on Pledge Payments?

  • 1.  Appeals on Pledge Payments?

    Posted 11 days ago

    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!

    Amanda



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    Amanda Shinholser
    Database Administrator
    Fannie and John Hertz Foundation
    database@hertzfoundation.org
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  • 2.  RE: Appeals on Pledge Payments?

    Posted 11 days ago
    Followiiiiiiiing!





  • 3.  RE: Appeals on Pledge Payments?

    Posted 11 days ago

    Hello Amanda,

     

    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

     

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    Michael S. Dotson, PhD, bCRE-Pro

    Senior Director of Information and Data Services

    Philanthropy & Alumni Engagement

    AUGUSTA UNIVERSITY

    1120 15th Street AD-1119

    Augusta, GA 30912

     

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  • 4.  RE: Appeals on Pledge Payments?

    Posted 11 days ago
    Thank you, Michael!  That is sort of where I was leaning and how I've developed our current Policies & Procedures, especially mindful that RE does this by default.  I got a bit hung up thinking about personal reminders for pledge payments originally secured through a Direct Mail piece, but also chalked it up to pledge reminders being a shared responsibility of the fundraising team.  I like the language that pledge payments are simply an obligation that a donor previously accepted.  And yes, I think this means that we will be leaving our appeals open for longer to accommodate payments where needed, but based on our new structure most come through perennial appeals so it shouldn't be too much of a database issue.

    Thank you again for your reply, I really appreciate it!
    Amanda

    ------------------------------
    Amanda Shinholser
    Database Administrator
    Fannie and John Hertz Foundation
    database@hertzfoundation.org
    ------------------------------