[asnoah]

I did a search and didn't find any discussion on this before but if it has been discussed previously maybe someone can point me to the right area.

We're in the middle of a phone campaign and people can make a pledge. We then create the pledge. If the person sends in more than what they had originally said, we would like to track this difference. When applying the gift to the pledge I selected - Create a Cash gift for the remainder - because I didn't want to increase the original pledge or change the gift amount. Then it creates a second gift for the same date with gift type of cash and in the reference column it puts - Cash for Remainder.

I can't find any way to report on this overpayment. I don't even want to think about finding these gift records through a query and then trying to report. Any suggestions? Thanks.

[Dwayne M. Harris]

Angie,

Just for this purpose, we created a unique appeal. If someone's original pledge was assigned an appeal of "AF 2007 LYBUNT" we create an extra appeal named "AF 2007 LYBUNT Overpayment". When we select "Create a Cash Gift for Remainder," we assign this appeal to the remainder.

I can then run an appeal report for gifts assigned to that appeal.

Also, this is especially helpful when payments come in for gifts pledge to the previous fiscal year. I book the Cash Remainder to the current fiscal year, but keep the appeal as the last fiscal year overpayment. When I prepare my solicitation list for the current year, I can choose to exclude people who have cash gifts for the current fiscal year with last year's appeal. Not sure that I've explained this in a way that makes sense, but trust me, it helps.

That's how my shop handles it and we've never encountered a problem with it.

Hope that helps,

Dwayne

[asnoah]

Thanks Dwayne, this is a good suggestion. It would have been nice if BB thought about how to handle this. They allow for underpaid pledges.