Finding a Gift's Corresponding Pledge

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Daniel Bayer
Daniel Bayer
Ninth Anniversary 500 Likes 100 Comments Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
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!
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  • Jen Claudy
    Jen Claudy
    Tenth Anniversary 1,500 Likes 1000 Comments Name Dropper
    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.

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