Accounting Notes for Pledge Campaigns
- It is best to create new Program records for each new Capital Campaign.
- It is acceptable to have multiple Programs associated with the same Capital Campaign.
- A Donation Distribution can be assigned to a pledge by a nightly routine. However, keep the following in mind:
- Make sure that the Program to which the donor gave has the Pledge Campaign listed on the Program.
- Make sure that the Donor's Pledge is to that Pledge Campaign. The Donor's Pledge must be the same Donor or Spouse of the Donor.
- It is required that a Program can only be associated with one Pledge Campaign for this to work.
- If a donor makes a pledge while attending Campus A, where should her donations go if she later attends and contributes towards that goal from Campus B?
- If we are tracking separate balances, what will our process be to ensure that adjusting Journal Entries are made when money intended for the balance of Campus A is accidentally put to the balance of Campus B?