Millennium Ideas Portal

Give Multi Allocation Pledges Payment schedule for each allocation

Many of our larger pledges have multiple allocations that go to an endowed account and an expendable.  The amounts are not split evenly and the payment schedules are different.  Currently we have to report this manually and causes all kinds of gripes about Millennium from the fans of Raisers Edge.  I have been asking for this since 2002.  Can we do this????  Pretty Please!

  • Guest
  • Apr 12 2017
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  • Pam Harvey commented
    1 May, 2018 03:49pm

    Totally agree that this is desperately needed.  Reporting for multiple allocations the way it is now is a nightmare.  A payment schedule for each allocation would resolve these reporting troubles.  Please!

  • Roch Kelly commented
    27 Apr, 2017 12:43pm

    Agreed, big league!  We have several multi-allocation pledges split between ENDOWED, RESTRICTED and UNRESTRICTED purposes, and the inability to split out the Payments Schedule by allocation compromises our projections process -- we can correctly project by FY in the aggregate, but the breakdown by restriction requires manual manipulation.  While we await this enhancement, suggestions about workarounds are also welcome ...