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Kylee Hamilton
Kylee Hamilton
Fifth Anniversary 25 Likes 10 Comments Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello Everyone, 


Our Foundation has been blessed with a matching gift for our Holiday Campaign. The gift is up to a maximum of $10,000.

Does anyone know if there is a way to set a limit on the organization to ensure it DOES NOT allow pledges over the $10,000?


Thanks, 

Kylee
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    I don't know of a built in way in the RE software to monitor this. While I understand the need to track the status of matches on the way up to $10K, why would you want to limit pledges from exceeding the $10K mark?  More income for the Holiday Campaign!  Just curious. :)
  • Kylee Hamilton
    Kylee Hamilton
    Fifth Anniversary 25 Likes 10 Comments Name Dropper

    JoAnn Strommen:

    I don't know of a built in way in the RE software to monitor this. While I understand the need to track the status of matches on the way up to $10K, why would you want to limit pledges from exceeding the $10K mark?  More income for the Holiday Campaign!  Just curious. :)

    Hi JoAnn, 


    We will allow donations to go above and beyond the $10,000.  We were hopeful there was a way on the Organization record to ensure their matching pledges do not go above their committed match. 

     

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    If only specific gifts to the holiday campaign count toward the match, I would identify them with a specific appeal like Holiday Campaign Match.  Then you could easily run reports on that donations linked to that appeal to track your progress to reaching the $10,000.

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