Change to pledges to different contributor

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dmagera
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Joined: Tue Nov 11, 2008 8:43 pm
Location: Krum Texas
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Change to pledges to different contributor

Post by dmagera »

How would I change a contribution from one person's pledge to another person's pledge?

For example:

Adam has pledged $1000 per month to a building project. Several months into the pledge Adam's financial situation changed and Eve committed to fulfilling part of Adam's pledge in Adam's name.
So - Eve has contributions that are currently not applied to a pledge.
Adam has contributions that only fulfill half of his pledge and has requested that I 'fix' this.

PS - they are not part of the same household.

Help!

Did I mention that 'Adam' is the boss of me?

Zaphod
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Program Development
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Post by Zaphod »

I'm assuming that Eve still wants tax credit for her giving, but just wants his pledge considered fulfilled. There's not going to be a way to apply Eve's contributions to Adam's pledge directly. I blame the snake. However, what you can do is adjust Adam's pledge start balance by the amount of Eve's generosity.

Just go to Contributions -> Maintain Pledges -> Locate "Adam" -> Click on the appropriate pledge -> Click "Change" -> enter amount into Pledge Start Balance field.

It's kind of a hack, but it'll do what you want - show is pledge as being fulfilled on his pledge statement - but still allow Eve to get a contribution statement showing her giving.
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