Membership Upgrade/Downgrade During Cycle for Pledge w/ Payments

Laura Murray

What is the best way to handle membership upgrade/downgrade(s) mid-cycle when the donor has set up a pledge and is in the middle of making pledge payments when they make the changes? Additionally, if these memberships have benefits that change if you make an upgrade/downgrade during the cycle?



What membership transaction should the adjusted pledge be linked to? Do you change the benefits on previous gifts that have already been entered (and receipted)??

Beth Romano

you can make as many changes to membership with in a cycle, you just need to make any adjustments to the pledge and link it to the membership.  The only thing you need to make sure if any payments are not posted to the account yet.