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SunGard Higher Education

Confidential & Proprietary 1

Introduction to Advance Web

Chapter 4: Pledge Maintenance

February 15, 2012


• This document contains information that is confidential or proprietary to SunGard (or its direct and indirect subsidiaries). By accepting this document, you agree that: (1) if there is any pre-existing contract containing disclosure and use restrictions between your institution and SunGard, you and your institution will use this information in reliance on and subject to the terms of any such pre-existing contract; or (2) if there is no contractual relationship between you or your institution and SunGard, you and your institution agree to protect this information and not reproduce, disclose or use the information in any way, except as may be required by law.

February 15, 2012 | www.sungardhe.com 2



Objectives

• At the end of this session, you should be able to

—enter pledge transactions

—view and edit payment schedules


Add a New Pledge

• From the Transaction List, click New Pledge from the left navigation bar or use the Alt + E hot key




Entering a New Pledge

• Required fields for pledge entry (denoted with asterisks)

1. Donor (F2 lookup available)

2. Allocation (F2 lookup available)

3. Pledge Type

4. Amount (Total amount of the pledge)

5. Frequency

6. Pay Date (not denoted by an asterisk)

7. Record

• In addition, you must populate

—Frequency and Pay Amount (amount of each payment)

OR

—Frequency and # Yrs


Entering a New Pledge




Pledge Entered Successfully


Task 1 – Create a pledge




QUESTIONS?


Viewing Pledge Payment Schedule

• The pledge payment schedule is calculated according to the following fields:

—Amount (total amount of the pledge)

—Frequency (how often pledge payments will be made)

—Pay Date (date of the first pledge payment)

—Pay Amount (amount of the first payment)

• Click the Scheduled Payments hyperlink to view the payment schedule




Pledge Payment Schedule


Adjusting Payment Schedules

• First, create a new pledge

• Use a donor of your choosing

• Allocation: Annual Fund

• Pledge Type: ST (Straight Pledge)

• Make the total pledge amount $1000

• Frequency: M (Monthly)

• First payment for the first of next month, for $250

• SAVE!




Saved Pledge


Scheduled Payments

• Take a look at the Scheduled Payments

• What if the donor determines that they’d like to pay off the pledge sooner, and double up on payments?

• That’s easy; just adjust the amounts (or even dates, if you’d like) accordingly!




Adjusted Scheduled Payments


Task 2 – Create a pledge and adjust the payment schedule




QUESTIONS?


Something’s Changed

• What do you now see on the right side of your screen?

— In the Extra Information Frame




Hey, wait a minute….didn’t I say monthly?

• Go back to the transaction list and look at the transaction you just entered

• What happened to the frequency?

• Why?


Other links to check out

• Associated Donors

• Acknowledgments

• Premiums




Pledge Payments

• Can be entered at the same time as the initial pledge as long as both the pledge and pledge payment are in the same batch

• When a payment is linked to a pledge, the allocation and appeal information will default into the gift (payment) transaction

• If system option #147 is set to ‘Y’es, the associated donor information from the pledge will also default down to the payment transaction


Pledge Payment

• Select appropriate transaction type for pledge payment

• Select the pledge to which payment should be applied

• Make sure Payment box is checked




Task 3 – Create a pledge payment for a pledge in your open batch


QUESTIONS?


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