Adjust Pledge Write-off

You can delete the write-off.

1. On the menu bar, select Gift, View Write-Offs.
2. Highlight the appropriate write-off and select Delete.

I agree with Angie.  If pledge was two years old, hopefully the financial years inbetween have been closed and there shouldn't be changes made. If you are linked in anyway to accounting, applying it to the pledge makes it a payment to accounts receivable which no longer shows $ due after the right off.  That will or at least should mess with accounting if done that way.



I also would just create new gift and make notes on both gift records as to the details.

Depending on if you are integrated with Financial Edge, we normally delete the write-off, because we are not yet integrated.  Once we become integrated we will have to then also make ledger adjustiments and reinstate the pledge.

I agree that the easiest thing to do is just to delete the write-off BUT you can also make an adjustment to the original pledge and change the installment schedule. Open the original pledge and in the menu bar, select "Gift." From the drop down, select "Adjust." From here you have the opportunity to change virtually everything.

Joanne, I think you are making two major assumptions here: first, that every organization's finance and philanthropy offices function the way your organization handles things and second, that the finance office is accessing these RE pledge records to begin with. 



In our organization the fact that the pledge was written off two years prior would not matter to the finance office as they are not the ones who handle pledges nor their write offs. Our finance office is worried about cash gifts - deferred revenue, as in the case of multi-year pledges, is noted differently. It's not the way I've seen things done in previous places, and certainly has its merits and issues, but it's what is done at our particular organization.



As with all of the rest of the Raiser's Edge and its functions, I think there is no one-size-fits-all answer because organizations function differently.

I would just create a new pledge and payment. The fund and appeal should be closed at this point.

You can delete the write-off. Just make sure you communicate with your Finance Office so the books are in sync.

I agree with what others are saying about keeping the write off as is and creating a new pledge and pledge payment to attribute it to whatever current campaign/revenue stream you'd be attributing it to now two years later.  But of course, you could also delete or adjust the write off. Can you talk with your finance team to see if they have opinions about what you do?