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  • 1.  Pledges across FYs

    Posted yesterday

    Hello, 

    Curious how others handle this from both a counting and systems perspective.

    When a donor increases the amount of a previously booked pledge in a new fiscal year, how do you record and report the increase so it is counted in the correct FY without introducing manual overrides or hard-coding? Any insights would be great!

    Thank you, 

    Shalonda



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    Shalonda F. Martin, Ed.D.
    Pomona College
    shalonda.martin@pomona.edu
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  • 2.  RE: Pledges across FYs

    Posted 13 hours ago
    The only approach would be to create a new pledge for the difference and align it with the existing pledge's schedule.  However, this will likely create manual work with your pledge reminders if you want to combine them back together to appear as one pledge for the donor.

    Jeff

    --

    Jeff Baynham
    Associate Vice Chancellor
    Advancement Services
    P: 919.513.2923
    C: 270.792.3373
    Executive Assistant, Pat Schon 

    NC State University
    Campus Box 7474
    249 Joyner Visitor Center
    Raleigh, NC 27695-7474






    Original Message


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