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Procedure/Guide

Outstanding Pledge Balance Report


Gift and Fund Management
| 5 minutes to read
Last Updated: 09-15-2021

Summary

The outstanding pledge balance report shows for a particular fund(s) all pledges that have a due balance as of the date the information is produced. Details of the pledge are available, such as date of the pledge, subtype, original amount, and outstanding balance.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.


Definitions

Date entered — The date the pledge record was processed by WFAA Gift Processing staff.

Transaction date — The date the donor(s) entered into their commitment with UWF —typically the date of the signed pledge or charitable gift commitment form.

Pledge subtypes

  • Telefund pledges — generated by the Wisconsin Telefund student calling program
  • Fixed term a major gift commitment with a corresponding installment schedule and pledge term
  • Payroll deduction — WFAA employees’ annual pledge commitments
  • Student campaign — annual giving student pledges

Field Name

DescriptionExampleNotes
Fund NumberNine-digit number associated with the fund the gift was made to 112123455
Fund NameFull name of the fund associated with the fund number

Department of Mathematics Annual Fund

 

Unit

Full name of the unit the fund is held inLetters & Science

 

Department

Full name of the department the fund is held inMathematics

 

Division

Indicates if a development director is linked to the fund, department, or unit schoolJane DoeThe information is pulled in from Report Code 1 on the Purpose of a fund.

Total Pledge Amount

The sum of all pledges’ original amount to the fund

$250,000.00

This is based on the original pledge amount for all pledges with a balance remaining. Any pledges that have been paid in full would not be included in this value. Example: Two pledges were made for $125,000 each to a fund, and each has a balance of $60,000; the Total Pledge Amount is $250,000.
Total Pledge BalanceThe sum of all remaining balances on pledges to the fund.

$120,000.00

From the example above, this value would be $120,000.

Note: Only funds with outstanding pledges as of the report date will appear in the summary, detail, and Excel file.

Report Details and Excel File

Field Name

Description

Example

Notes

Revenue Transaction ID

A unique ID assigned to a received payment

rev-13833641
Recognition Credit TypeIndicates the relationship between the donor and the constituentSelf, SpouseA constituent will be given recognition credit for their gifts, their spouse’s gifts, gifts made through their company/fund/foundation, etc.

Acknowledgment Date

Used to submit acknowledgment activity information to WFAA.

Supply the date that an acknowledgment was sent for this gift.

 

 

Acknowledgment Type

Used to submit acknowledgment activity information to WFAA. It
provides a pull-down menu to select the type of acknowledgment
sent for this gift.

 

 

Fund Number and Fund Name

Unique ID and description

112039090 – Agricultural and Applied Economics Fund

 

Sort NameThe fund name in a format more suitable for sorting

 

For example Marcon, Alice Endowment Expendable Fund instead of Alice Marcon Endowment Expendable Fund.
UnitAbbreviation of the unit the fund is held in

ALS

 

DepartmentFull name of the unit the fund is held inAgricultural and Applied Economics

 

Constituent IDUnique identifier for an individual or organization in ABE CRM

8-10790572

 

Constituent name, address, phone, and email fields

Full name, postal address, phone number, and email address of constituent

 

 

Spouse IDUnique identifier for an individual or organization in ABE CRM

8-10354534

 

Spouse name and email fieldsFull name and email address of the spouse

 

AddresseeName(s) to display on the postal envelopeMs. Jane Smith & Mr. John Smith

 

Salutation

Salutation to display in the postal letter

Ms. Smith & Mr. Smith

Transaction dateThe date the donor signed the MOU or other documentation12/01/2009

 

Date enteredThe date the new pledge was entered into ABE12/01/2009

 

Pledge subtypeIndicates the type of pledge made by the constituent

Payroll Deduction, Fixed Term Pledge, Telefund Pledge, Automatic Deduction

Pledge AmountThe original amount pledged by the constituent

$50,000.00

 

Unpaid BalanceThe original amount minus all payments made on the pledge$20,000.00

 

Pledge Installment Frequency

Planned payment schedule

Single Installment, Annually, Semi-annually, Quarterly, Monthly, Irregular, Single Installment, Semimonthly, or Biweekly.

 

Past DueAmounts that are shown still due on a pledge after the recorded installment date.

 

Expected 20xxThe year in which pledge payment amounts are expected

 

Columns are shown for the current year and the subsequent five years.

Expected after 20xxThe pledge payment amount is expected after the five-year range of the report

 

 


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