Finding a Gift's Corresponding Pledge

Daniel Bayer · August 2016

I've been trying to figure out a way to get the corresponding pledge info for Pay-Cash gifts to help with our reporting (since payments on previous years' pledges do not count as funds raised in this year but rather the year the pledge was made.... according to our Business Office, auditors, and GAAP accounting standards), but I can't seem to find a way to do it in either Query OR Export. Any suggestions/solutions?

My plan so that I don't have to deal with this (and other related issues) in the future, is to add a Gift Subtype of "Pledge Pay Prev FY" to all payments made on a pledge from a previous FY, but I have to find a way to pull those gifts first!

Jen Claudy · August 2016

I had a similar issue. Ended up repurposing the Finder Number field on Misc Tab of the Gift Record. Now, when I enter a Pledge, I save it, then copy the Gift ID to that field (which I've renamed Pledge ID). When payments are entered, this field copies forward, so the Payment has its own Gift ID but also the Pledge ID that allows me to easily & quickly tie it to the correct Pledge...whether working inside RE or outside RE.

The trouble is finding them all to mark them. That took a bit, and we don't have all that many pledges.

Michelle Kolak · August 2016

Daniel Bayer:

I've been trying to figure out a way to get the corresponding pledge info for Pay-Cash gifts to help with our reporting (since payments on previous years' pledges do not count as funds raised in this year but rather the year the pledge was made.... according to our Business Office, auditors, and GAAP accounting standards), but I can't seem to find a way to do it in either Query OR Export. Any suggestions/solutions?

My plan so that I don't have to deal with this (and other related issues) in the future, is to add a Gift Subtype of "Pledge Pay Prev FY" to all payments made on a pledge from a previous FY, but I have to find a way to pull those gifts first!

In a gift export, you can find the gift import ID of pledge payments, though it is a bit buried.

Installments=>Payments=>Payment Gift

I created a one-to-many export of all pledges and their pledge payments, then exported all pledge payments and matched them up.

Finding a Gift's Corresponding Pledge

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