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
Data Entry
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  • Sara Ferrell commented
    03 Sep 14:01

    I have experienced the same frustration. Blackbaud's current solution is to enter the donation on the true donor's journal (foundation, business, etc.) and soft credit to the constituent (individual requesting the donation). In order to reflect the pledge payment on the constituent's journal, a false cash payment must be entered on the pledge and then a false disbursement created to essentially eliminate the false cash payment from appearing as funds received from the constituent. This is so time consuming and convoluted. The simple solution would be to link the soft credit to the pledge.

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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.

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