Deferring Payroll Deduction for Employee Pledges

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Susan Cusick
Susan Cusick
Fifth Anniversary Photogenic First Comment Activity: First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I am fairly new to my organization (Hospital Foundation) and we had just completed and Employee Giving Campaign at the end of February. Donors could choose a one-time cash donation, a one-time Payroll Deduction gift, or one of several Payroll Deduction Clubs (different amounts paid bi-weekly over two years.) MY ISSUE NOW: Once Covid-19 hit and affected our hospital employees, we decided to CHANGE THE PAYROLL DEDUCTION START DATE from May 21, to September 10. I have looked and looked for a way to do this via a Global Change and keep coming up empty. I have made a "Gift" Query to identify the records I want to change-- I simply cannot see how to change the start date on the pledge schedule.


Any ideas?? Thanks in advance!


Susan
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  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary 2,500 Likes 1000 Comments Photogenic
    Hi Susan Cusick‍,


    Is this a Raiser's Edge Product related question? If so, I will move it to the Raiser's Edge Community to get more product specific answers.


    In harmony and inclusion,

    Elizabeth

    Blackbaud Management Team
  • Susan Cusick
    Susan Cusick
    Fifth Anniversary Photogenic First Comment Activity: First Reply
    It is-- so sorry--It's my first time posting a question. Thanks for your help!

    Susan
  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary 2,500 Likes 1000 Comments Photogenic
    No worries!!! We all have to learn.  So glad you are using the Blackbaud Community!


    Welcome!!
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Agree, doesn't seem to be option in global change.  


    I think you could do it as you said you have a query of the gifts to change by exporting the gift info and id etc., change your start date and then import it back in as an update to record.  I'd try it with a couple records and see if it works.
  • Susan Cusick
    Susan Cusick
    Fifth Anniversary Photogenic First Comment Activity: First Reply
    Thank you, JoAnn Strommen‍! I'll try that.


    Susan

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