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How do I record a pledge payment for someone else's pledge?
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How do I enter a pledge payment when a spouse sends a gift in as payment on the other spouse's Pledge, or a law firm makes a payment on the senior partner's behalf?
Answer:
It is easy to process a pledge payment for someone else's pledge. Let's use the example where the senior partner of a law firm made a pledge to your organization. The law firm sends in a check for the first payment instead of the senior partner sending in a personal check.
- Go to the Gift Module and click the New Gift button.
- Enter the Donor Idcode for the law firm.
- Since the law firm didn't make the Pledge, you will not be prompted to select a Pledge. Instead, click the Select Pledges box to the right of the Amount field. This will open the Select Pledges box.
- Click the magnifying glass icon to the right of the Pledgee field and search for the original Pledgee. In this example, it is the senior partner.
- Once selected, all the outstanding installment lines for this Pledgee will appear and you can fill out the screen just as you would for a regular Pledge payment.
- Click Save when done, then continue filling out and saving the Gift record. You should be prompted to accept the change in the Donor's Acknowledgement information.
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