How to interpret an Outstanding Pledge Balance report

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Report Summary

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


Field Name
Description
Example
Notes
 
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:

Field Name
Description
Example
Notes
 
Revenue Transaction ID A unique ID assigned to a received payment. rev-13833641    
Recognition Credit Type Indicates the relationship between the donor and the constituent. Self, Spouse A constituent will be given recognition credit for their gifts, their spouse's gifts, gifts made through their company/fund/foundation, etc.  
Acknowledgement Date Used to submit acknowledgement activity information to the WFAA.
Supply the date that an acknowledgement was sent for this gift.
     
Acknowledgement Type Used to submit acknowledgement activity information to the WFAA. It
provides a pull-down menu to select the type of acknowledgement
sent for this gift.
     
Fund Number and Fund Name Unique ID and description. 112039090 - Agricultural and Applied Economics Fund    

Sort Name

The fund name in a format more suitable for sorting.   For example: Marcon, Alice Endowment Expendable Fund instead of Alice Marcon Endowment Expendable Fund.  

Unit

Abbreviation 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 name, address, phone and email fields Full name of the constituent. Postal address, phone, and email address of constituent.      
Spouse ID Unique identifier for an individual or organization in ABE CRM. 8-10354534    
Spouse name and email fields Full name of the spouse. Spouse email address.      
Addressee Address to display on postal envelope. Ms Jane Smith & Mr John Smith    
Salutation Salutation to display in postal letter. Ms. Smith & Mr. Smith    
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 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    
Pledge Installment Frequency Planned payment schedule. Single Installment, Annually, Semi-annually, Quarterly, Monthly, Irregular, Single Installment, Semi-monthly or Biweekly.    
Past Due Payments expected before the current year.      
Expected 20xx The pledge payment amounts expected for the indicated year.   Columns are shown for the current year and the subsequent five years.  
Expected After 20xx The pledge payment amount expected after the five-year range of the report.      
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