one time pledge and monthly pledge

[acanon]

I have a person who is pledging a one time gift amount AND a monthly pledge amount. When I try to enter them on the initial pledge set-up the program won't allow me to set both of them up because they use the same pledge dates. What can I do?

[NeilZ]

I have a person who is pledging a one time gift amount AND a monthly pledge amount. When I try to enter them on the initial pledge set-up the program won't allow me to set both of them up because they use the same pledge dates. What can I do?

What we did is this. Contact the person and find out when they plan to give the one-time pledge. If its at the beginning of the pledge period, this makes it very easy.

You simply create the pledge for that Sunday or month, say 010106 thru 01/31/06. You then start the monthly pledge on 02/0106 thru 12/31/06.

However, if they are planning to give at the end of the year, you can do this:

Monthly = 01/01/06 thru 12/05/06
1 time = 12/06/06 thru 12/31/06

If they have not yet decided, well, that's a conundrum. Just pick a week at the beginning, and let the pledge show as overdue until its paid.

As you can tell, the system does not allow duplicate pledge periods for a single fund. Multiple funds can have overlapping periods, but not within the same fund.

I know, its a bit of a workaround, but for now ...

Wishlist: allow overlapping pledge dates by giving the Financial Secretary (or whoever does the pledge entry) authority to Override the current functionality.