Record/track gift pledges from Donor Advised Funds in RE NXT

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Julie Fritz
Julie Fritz
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello!

I would much appreciate any help you can give with your experience in recording/tracking pledges that will be funded by Donor Advised Funds on RE NXT, if this is even possible.

Thank you!

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  • Lee Grisham
    Lee Grisham
    100 Likes Third Anniversary 100 Comments Name Dropper

    @Julie Fritz, you'd need to create the pledge in DB/7 view first before it can be viewed in NXT. You'll also need to clarify what your org's policy is around DAF paying a pledge and how you want to handle that and there are a lot of previous topics here you can find. Buuuutttt….

    List. That would be my go to for tracking them. Use the filter for Gift Type: Pledge and then sort by Balance or add a filter for Overdue depending on what you are looking to see. There are also Insights that you can use in Reporting to look at this as well I am sure, but we don't have a large list of pledges at the moment to track.

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