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Old 06-30-2006, 09:35 AM   #1 (permalink)
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It's adding the pledge & the pay-cash together

What am I missing?

I've been trying to run some top donor reports. Why is it that they add the pledge and the pay cash together to create a larger amount than actually given? Am I missing something?

I tried ticking the use gift balance, but if the balance is $0.00 b/c part of the pledge was paid for in another record/s than it only includes the pay-cash gifts. Why can't it see that the pay-cash is paying the pledge that is already in the record and not count them together?

I can't tell it to ignore Pay-cash gifts b/c a company may have paid a pledge from another record.

I know this sounds totally confusing. We use pledges a little differently for most of our gifts b/c we have so many 3rd party events. We need to know how much a company/event raised in total but still credit the individuals or smaller companies that contributed or need receipts.

So we enter a pledge for the entire amount raised and then enter the receiptable gifts in the other records but pay off the pledge. If there is money left over we pay the pledge in the company/event's record. There are too many situations with 100s of individuals contributing to the total amount that if we soft credited everybody, the mother company would look totally messy and confusing. But there are times with the company may contribute to another company/event's fundraising so then they'd have pay-cash gifts that are not counted towards their fundraising.

Ex. ABC Inc organizes a danceathon that raises $50k. $30k is receipted and put in the actual donors records, so ABC has a pledge of $50K and pay-cash of $20k with no balance owing. But then an employee takes part in DEF Ltd's pubcrawl and gets $1000 from ABC for their pledge sheet. We want to credit ABC for 51k. But my reports show that either ABC has $71k or $21k depending.

Clear as mud? Hope someone can help...
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Leslie Robertson -
Canadian Breast Cancer Foundation - Atlantic Chapter
Coordinator, Data Entry & Database Research
LRobertson@cbcf.org
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