Counting recurring gifts during campaign

Samantha Carroll

Hi - we are in the middle of the campaign and of course want to count all the money we have/will have coming in. I am curious as to how you are counting recurring gifts into your totals. Do you count the gifts like a pledge (dollars x length of campaign) or just the cash gift when it is received? Thank you!

Jennifer Lucarelli

we have tried both ways, but found that we prefer having a more accurate look at the "big picture" so I run a Recurring Gifts report and add that anticipated income into our totals when reporting status.

Jan Brand

For the most part, we count the gift when the cash is received.  Our exception is when we have signed agreement in place where the donor promises to pay $x at this interval. Generally, this is only for major donors who make large gifts that may span more than 1 year.