Report Summary
Note: Only the funds with outstanding pledges will appear in the summary, detail and Excel file.
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Field Name
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Description
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Example
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Notes
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| Fund Number | Nine digit number associated with the fund the gift was made to | 112123455 | ||
| Fund Name | Full name of the fund associated with the fund number | Department of Mathematics Annual Fund | ||
| Unit | Full name of the Unit the fund is held in | Letters and Science | ||
| Department | Full name of the Department the fund is held in | Mathematics | ||
| Division | Indicates if a Development Director is linked to the Fund, Department or Unit School | Jane Doe | The 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. i.e. 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 Balance | The sum of all remaining balances on pledges to the fund. | $120,000.00 | This is based on the remaining balance on all pledges on the fund. From the example above, this value would be $120,000. |
Report Details & Excel File:
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Field Name
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Description
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Example
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Notes
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| Fund | Fund number and fund name. | 112039090 - Agricultural and Applied Economics Fund | ||
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Unit |
Abreviation of the Unit the fund is held in. | ALS | ||
| Department | Full name of the Unit the fund is held in. | Agricultural and Applied Economics | ||
| Constituent ID | Unique identifier for an individual or organization in ABE CRM. | 8-10790572 | ||
| Constituent | Full name of the constituent. | Joe, J. John | ||
| Transaction date | The date the MOU or other documentation was signed by the donor | 12/01/2009 | ||
| Date entered | The date the new pledge was entered into ABE. | 12/01/2009 | ||
| Pledge Type | Indicates it's a pledge. | Pledge | Recurring Gifts and Matching Gifts are excluded from the report. *This field could be removed. | |
| Pledge Sub Type | Indicates the type of pledge the constituent made. | Payroll Deduction, Fixed Term Pledge, Telefund Pledge, Automatic Deduction | ||
| Pledge Amount | The original amount pledged by the constituent. | $50,000.00 | ||
| Unpaid Balance | The original amount minus all payments made on the pledge. | $20,000.00 |
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