Recurring Gift can not be applied to a pledge

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Jody Cramer
Jody Cramer ✭
Sixth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
We recently launched a capital campaign.  Many of our donors have made pledges that they are filling through our recurring gift program.  I have been told that I can not track this through Raiser's Edge.  Has anyone run into this?  How did you track these donations?


Thank you! 
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  • Lauren Schler CFRE bCREPro
    Lauren Schler CFRE bCREPro ✭
    Ninth Anniversary Facilitator 1 Name Dropper Photogenic

    Recurring gifts are a different gift type than
    pledges. You would need to enter the initial gifts as recurring
    gifts and then process payments toward them as Recurring
    gift-pay-cash gifts.

     

    Lauren Schler Consulting LLC, CFRE,
    Raiser's Edge bCRE-Pro

    p. (607)
    294-0055

    c. (607)
    592-1450

    e. Lauren@LaurenSchlerConsulting.com

    Website: LaurenSchlerConsulting.com

     

  • J A Mariani
    J A Mariani ✭
    Ninth Anniversary Facilitator 1 Name Dropper
    I have one or two donors who had prior pledges and payments, and want to make payments via credit card and set it up through our online giving form (to my chagrin and against my advice). What I do is just manually reduce their pledges to what's been paid via the RG (to avoid write-offs). I also enter a Note on the Gift's Misc. tab what I did and why.
  • Dariel Dixon 2
    Dariel Dixon 2 ✭✭✭✭✭
    Seventh Anniversary Facilitator 4 Name Dropper Photogenic
    A payment can only be made toward a recurring gift or a pledge, but both at the same time.


    In theory, you can have the payment redirected to the pledge before you commit it toward the recurring gift.   
  • Michelle Tribe
    Michelle Tribe ✭
    Tenth Anniversary Facilitator 1 Photogenic
    What an exciting time for your organization! I wish you good luck with the campaign!


    When my organization did a capital campaign, we already had about 3,000 existing recurring (aka sustainer) donors via Raiser's Edge recurring gifts. We did a study for best practices for a building campaign, and learned that using pledges for this campaign would be best.
    • Pledges can be set up as a one-time payment, annual, monthly, or weekly process.
    • If Mr. John Smith says he will donate $5,000 for the campaign at Christmastime, it's easy to create the pledge in RE to keep a record of the promised money.
    • Raiser's Edge has great pledge-due reports, which can easily be run by the campaign staff to keep track of who has promised money and not yet donated. This enables them to follow-up with donors.
    • This also can help encourage mid-level donors to make larger gifts. "If you donate $5,000 to the campaign over five years, this means you're only paying $83.33 a month for the next five years."
    I hope this helps!

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