Recognition credit added to a pledge should get carried forward to pledge payments.

Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subsequent pledge payments.
Version 4.0
  • Don Willard
  • Nov 9 2015
  • Reviewed: Voting Open
Blackbaud CRM / Pledge / Recognition credit
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  • Guest commented
    March 15, 2016 20:12

    This is very troublesome to our gift processing practices/procedures and does not mesh with our overall business processes.  One use case is when a family foundation makes a pledge and recognition credit is give on that pledge to those family members responsible for directing that gift to TCU.  They may not get recognition credit for every gift the foundation made, so they are not setup as Recognition Credit default recipients on the family foundation Constituent.  However, when a payment is made, these recognition credits do not carry forward.  The gift processor will need to research every pledge payment to determine what the recognition credits should look like for that pledge.

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