Entering Donations for Club Pledges

The processes for entering donations for Club Pledges and Periodic Pledges are similar. Enter donations toward pledges on the Donations tab of the Donors screen. For more information, see the Recording Donations section.

Record a donation toward a Club Pledge

Open the Development tab in the Keystone ribbon and click Donors.
The Donors screen appears.
Click the Donations tab.
Enter the donation, selecting the pledge toward which the donation goes from the FRA drop-down list.
The Assign Donation to House(s) window appears with the name of the pledge in the title bar. This window lists the donor’s pledge per house as well as the houses for which the donor has outstanding pledges. Shown here also are the current donation you are working on and the amount of the current donation that you have not yet assigned to a pledge. This window allows you to handle exact payments, partial payments, and over payments of installments from a particular donation.
Click the Include (Inc.) check box next to any pledge commitment you want included in this donation.
This allows you to assign part or all of the donation toward a particular house.

When you check the Include box, a payment is automatically added to the This Pmt (Payment) field for that pledge obligation. Keystone calculates this payment amount based on the amount of the current donation and the donor’s outstanding pledge commitments. These are determined by how much the donor has paid to date toward their pledges and how much they have committed to pay over time.
If you need to override this calculation and enter your own amount, you may do so by editing the This Pmt field.
You cannot, however, assign more than the actual installment amount.
If this donation is going to more than one pledge commitment, repeat steps 4 and 5 until you have selected all off the pledge commitments toward which you want to assign the current donation.

As you do this, the amount in the Unassigned field is reduced by each amount entered until the Unassigned value becomes 0 and no further allocations are possible.
If you have completed all the commitments and there is still money to be assigned, you can assign it to << Not Specified >> .

When money has been assigned to << Not Specified >> and future pledge obligations occur, the money in << Not Specified >> is automatically assigned to the new obligations and the amount in << Not Specified >> is reduced until there is no longer any money in it.