Pledge or Payment?

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Shauna Kipper
Shauna Kipper
Ninth Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
In Online Express, how can I tell if a constituent has made a PLEDGE or a SINGLE GIFT?

 
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  • Faith Murray
    Faith Murray
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic
    We have not received a bona fide Pledge through OLX, but we have received Recurring Gift pledges. When you click the blue "Download transactions" box to open up the list of donations, there will be summary information on the left-hand side, including a column for "Gift Information". With Recurring gifts and "Bill Me Later" gifts that we have received, they are marked in that Gift Information column (you have to read closely). Another clue is that the email notifications include a Start Date on the Gift Details portion of the message. Then, when you actually downlaod the transactions into Batch, the Gift Type downloads as a Recurring Gift ("Bill Me Laters" download as pledges), so you can identify it easily in the batch. I assume bona fide pledges operate the same way.

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