Gifts pay-cashed to a pledge in another record

Linda Burns 2

Does anyone know a way to query out gifts that are pay-cashed to a pledge contained in a different record?

Ryan Hyde

Are you looking for a gift that was paid to a pledge on a specific record, or any pay-cash that paid off a pledge on a record different from the record the pay-cash lives on? 


I'm actually not sure if there's a way to directly query for either of these scenarios, but the answer will help with a workaround perhaps.

Linda Burns 2

I'm looking for any pay-cash gift that paid off a pledge on a record different from the record the pay-cash lives on.

Melissa S Graves

Wow - never tried this. I would go to support to see if this is even possible. I could imagine a SQL query to do it but within RE I doubt it is possible.

Alan French

I can't see a way to do this in query, but if you created a gift export for all your pledges (not ideal, I know) and looked at the data in Excel, you could compare the constituent ID for the pledge to the constituent ID under Instalments > Payments > Payment Gift > Constituent > Constituent Information. I've not actually tested this as I don't believe we have any pledges that were paid by other constituents, so it might not work the way I imagine!

Claudia Marmorowski

Linda Burns:

Does anyone know a way to query out gifts that are pay-cashed to a pledge contained in a different record?

I have a specific gift in mind here at my organization that I tried to test this with and was not able to work it out. I would suggest contacting support, good luck!

Linda Burns 2

Alan French:

I can't see a way to do this in query, but if you created a gift export for all your pledges (not ideal, I know) and looked at the data in Excel, you could compare the constituent ID for the pledge to the constituent ID under Instalments > Payments > Payment Gift > Constituent > Constituent Information. I've not actually tested this as I don't believe we have any pledges that were paid by other constituents, so it might not work the way I imagine!

Thanks Alan! It's good to know the field exists in the Gift export at least! Too bad it's not also available in query. I was able to test it on a single pledge within a record and it did output the other constituent ID's.

Ryan Hyde

Alan French:

I can't see a way to do this in query, but if you created a gift export for all your pledges (not ideal, I know) and looked at the data in Excel, you could compare the constituent ID for the pledge to the constituent ID under Instalments > Payments > Payment Gift > Constituent > Constituent Information. I've not actually tested this as I don't believe we have any pledges that were paid by other constituents, so it might not work the way I imagine!

Yeah, this is the workaround that sprang to my mind as well. I think this might be the only option really. Though if you export the gift ID along with the other info, you could isolate the IDs that fit your criteria and use those to generate a query (gift ID <one of> [list]) that you could then pipe into whatever you wanted to pipe them into.

Linda Burns 2

Ryan Hyde:

Alan French:

I can't see a way to do this in query, but if you created a gift export for all your pledges (not ideal, I know) and looked at the data in Excel, you could compare the constituent ID for the pledge to the constituent ID under Instalments > Payments > Payment Gift > Constituent > Constituent Information. I've not actually tested this as I don't believe we have any pledges that were paid by other constituents, so it might not work the way I imagine!

Yeah, this is the workaround that sprang to my mind as well. I think this might be the only option really. Though if you export the gift ID along with the other info, you could isolate the IDs that fit your criteria and use those to generate a query (gift ID <one of> [list]) that you could then pipe into whatever you wanted to pipe them into.

 

Thanks Ryan. I'm going to have to come up with another solution for creating a specific gift summary.

Cathy Spencer

Linda Burns:
"Does anyone know a way to query out gifts that are pay-cashed to a pledge contained in a different record?"


If you open the original pledge and select the Installments/Payments tab, you see every gift that has been applied to this pledge.

Right click in that list area to export the installments pay grid in Excel. It will export Gift date, type, amount and Constituent Name.

Does that give you what you need for reporting purposes?

John Heizer

Linda Burns:

 

Alan French:

I can't see a way to do this in query, but if you created a gift export for all your pledges (not ideal, I know) and looked at the data in Excel, you could compare the constituent ID for the pledge to the constituent ID under Instalments > Payments > Payment Gift > Constituent > Constituent Information. I've not actually tested this as I don't believe we have any pledges that were paid by other constituents, so it might not work the way I imagine!

Thanks Alan! It's good to know the field exists in the Gift export at least! Too bad it's not also available in query. I was able to test it on a single pledge within a record and it did output the other constituent ID's.

 

Even if the field were available in Query you wouldn't be able to compare it to another field.  You still have to do the comparison outside of RE.

Christine Cooke 2

Linda Burns:

Does anyone know a way to query out gifts that are pay-cashed to a pledge contained in a different record?

Never tackled this one before.  A bit messy but what if you exported out all the Pay-Cash and the Name on the Pay-Cash along with the Pledge and the name associated with the Pledge.  That way you could see where the names do not match .