How are you all using "amount funded" in proposal

Amy Digiovanni

I’m wondering how you guys use the “amount funded” field in the proposal tab.  For example, if a solicitor asks a donor for $50,000 and then we receive the gift agreement indicating this will be a pledge to be paid over five years ($10,000/year).  We also receive the first $10,000 payment.  What gift do you link to the proposal – the $50k pledge or the $10k payment?  Currently, we would link the actual cash and $10k would appear in “amount funded” and I would update that amount and link each gift as the payments are made.


Hoping to get some further insight...thanks!


 

Joshua Bekerman bCLO bCRE

Which amount do you use when reporting on revenue?  If you consider the entire amount of the pledge as current-year revenue then link the pledge to the proposal and the amount funded is $50k.

shani traum

We link the pledge as that's the ultimate funding amount for the proposal.

James Andrews

Amy Digiovanni:
I’m wondering how you guys use the “amount funded” field in the proposal tab.  For example, if a solicitor asks a donor for $50,000 and then we receive the gift agreement indicating this will be a pledge to be paid over five years ($10,000/year).  We also receive the first $10,000 payment.  What gift do you link to the proposal – the $50k pledge or the $10k payment?  Currently, we would link the actual cash and $10k would appear in “amount funded” and I would update that amount and link each gift as the payments are made.


Hoping to get some further insight...thanks!


 

I thought when RE calculated amount funded, it only looks at gifts and pledges, not payments. Pretty sure you can link them all to the gift and the amount funded should stay the same.

Tom Klimchak

Amy Digiovanni:
I’m wondering how you guys use the “amount funded” field in the proposal tab.  For example, if a solicitor asks a donor for $50,000 and then we receive the gift agreement indicating this will be a pledge to be paid over five years ($10,000/year).  We also receive the first $10,000 payment.  What gift do you link to the proposal – the $50k pledge or the $10k payment?  Currently, we would link the actual cash and $10k would appear in “amount funded” and I would update that amount and link each gift as the payments are made.


Hoping to get some further insight...thanks!


 

We also use the full pledge amount and link the proposal to the PLEDGE, not the individual payments as they come in year after year.  Proposals are really meant to measure the progress or success of gift officers or other means, not necessarily accurately count money in for a given year.  If a donor pays 4 annual $10k payments out of 5 and then passes away I'm not sure if the gift officer should really be penalized for that 4 years after the fact.  I think your gift officers might agree 

Andrew Ludwell

I agree with Tom on this and when we roll out more work in our Proposal areas, specifically funding grant requests, this will be the method I will advocate.

David Ritchie

We do the same as many of the others have indicated, we link the Pledge to the Proposal.

Cheers,

David

Deborah Drucker 2

Amy Digiovanni:
I’m wondering how you guys use the “amount funded” field in the proposal tab.  For example, if a solicitor asks a donor for $50,000 and then we receive the gift agreement indicating this will be a pledge to be paid over five years ($10,000/year).  We also receive the first $10,000 payment.  What gift do you link to the proposal – the $50k pledge or the $10k payment?  Currently, we would link the actual cash and $10k would appear in “amount funded” and I would update that amount and link each gift as the payments are made.


Hoping to get some further insight...thanks!


 

At all three organizations I've been at, we have linked the pledge, as the pledge is what we book for revenue.  I believe that is the norm.