Deactivating old MG-Pledges

Rob Crenshaw · June 2015

I have a question around best practices for old/expired MG-Pledges. We have a good number of old MG-Pledges in our system that will never be fulfilled for one reason or another and we would like to remove from active duty. Specifically, we do not want them to show in the pop-up window in gift batch when applying MG-Pay Cashes to individuals. We do not track MG-Pledges as actual pledges in our GL, so I'm not really concerned with writing them off. Does anyone know if setting the MG-Pledge status to "terminated" will prevent them from appearing in the active apply-to MG-Pay Cash gift batch window? Or is there another easy method (preferably one involving a global change)? Thanks!

Carolyn Moatz · June 2015

If you don't post them to FE, could you delete them? Or do you want a record of them having been on the record. Global write-off is also an option if you don't want to delete them.

Erin Fleischmann · June 2015

Once a year I have to go in and convert unpaid (no chance of getting paid) pledges to be written off; gives a balance of $0.00 and I put in the reference column "Written Off 12/2014". I am careful to make sure these are only pledges that are not being paid on and are not collectible.

Nicole S · June 2015

I would write them off.

JoAnn Strommen · June 2015

Our procedures are like Erin's. Depending on the procedures/trail your org requires, the MG could be written off, adjusted to $0 or deleted. You should be able to do a global change. (See knowledgebase: https://kb.blackbaud.com/articles/Article/38532 ) Global delete could be an option if you have the user rights to that function.

You asked about changing the status field. My experience is that that field doesn't change anything. For a recurring gift, changing it to completed or terminated does not remove next transaction. It still has future installments. Support told me it doesn't affect it in that way - basically just an information field.

Christine Cooke 2 · June 2015

If you just want to clean house and get them out of the way, I suggest writing them off so the trail is complete. And moving forward it sounds like you will not use the MG pop-up that appears in gift batches, you just have to say no instead of save.

Jennifer Ackerman · June 2015

Are these pledges marked as "Do Not Post" in your database? Our practice is to delete matching gift pledges that will not be paid. I use a query to review pledges created weekly and automatically delete pledges that I know will not be paid because I have not received any type of confirmation. I also inlcude a gift note on the pledges I know will be paid so I can easily identify ones that need work. I had to do a bit of cleaning in our database to get to this point, but once that was done I just run my query weekly and delete pledges that won't be paid that were created throughout the week.

Deactivating old MG-Pledges

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