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Status Not Prioritized
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Created by Guest
Created on Feb 23, 2023

Create a pledge that will be split across multiple funds/campaigns/etc

Rather than creating two pledges, this idea would let you indicate how the donor intends to split their payments on one pledge record.

(for reference, payments can already be split to indicate they're covering multiple pledges, this idea would change the steps to set up the pledge splits)

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  • Guest
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    Feb 7, 2025

    Agreed. We have our Board pledge (and pay/give) to our annual appeals, so we can say that they are ALL in and FIRST in. We do this at the beginning of every year. Fortunately, we have a tool in our area to run them through a charitable event (nonprofit) affiliated with a PGA golf tourney, called Birdies for Charity. The return from them guarantees a MINIMUM of 5% on all pledges returned when paid, in the fall. (Collection starts in January and ends in July with the final Friday of tournament week.) The minimum is always exceeded. Last year, our work on this resulted in an extra $50K+ check. Since we want to be able to run reports on all appeals that pledges (and subsequent payments) are made to, to find out how to apply the match, and to see if we hit our appeal goals, we do end up spending significant time on the entry process. It would be nice to enter pledges as split pledges, and then enter the payments to those same split pledge funds.