Pledge Payments by other Persona than original

We have several situations that involve an individual making a pledge, but the pledge payments come from other entities such as their sole ownership business, a donor advised fund at another charity, a spouse or family member, etc. Currently, pledge payments can only be made by the original entity to pay down a pledge and the history gets lost when the pledge payment schedule is either changed or has portions written-off. Not ideal circumstances and adds additional work for staff.

  • Marilyn Field
  • Jul 25 2024
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    • Marilyn Field commented
      July 25, 2024 22:29

      I should further note, that the pledge payment official gift will be entered for the true donor, and a soft credit would need to be added for the pledger and the payment be able to be applied to the original pledge.