Outstanding Pledge Balance Report

Summary

The outstanding pledge balance report shows for a particular fund(s) all pledges that have a due balance as of the date the information is produced. Details of the pledge are available, such as date of the pledge, subtype, original amount, and outstanding balance.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

Definitions

Date entered — The date the pledge record was processed by WFAA Gift Services staff.

Transaction date — The date the donor(s) entered into their commitment with UWF —typically the date of the signed pledge or charitable gift commitment form.

Pledge subtypes

Telefund pledges — generated by the Wisconsin Telefund student calling program
Fixed term — a major gift commitment with a corresponding installment schedule and pledge term
Payroll deduction — WFAA employees’ annual pledge commitments
Student campaign — annual giving student pledges

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 & 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. Example: 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	From the example above, this value would be $120,000.

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

Report Details and Excel File

Field Name	Description	Example	Notes
Gift/Pledge Number	A unique ID assigned to a received payment	4WARD: 002015697 ABE: 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.
Acknowledgment Date	Used to submit acknowledgment activity information to WFAA. Supply the date that an acknowledgment was sent for this gift.
Acknowledgment Type	Used to submit acknowledgment activity information to WFAA. It provides a pull-down menu to select the type of acknowledgment 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
Contact ID	Unique identifier for an individual or organization in ABE CRM	CN1308619
Constituent name, address, phone, and email fields	Full name, postal address, phone number, and email address of constituent
Spouse ID	Unique identifier for an individual or organization in ABE CRM	CN2203418
Spouse name and email fields	Full name and email address of the spouse
Addressee	Name(s) to display on the postal envelope	Ms. Jane Smith & Mr. John Smith
Salutation	Salutation to display in the postal letter	Ms. Smith & Mr. Smith
Transaction date	The date the donor signed the MOU or other documentation	12/01/2009
Date entered	The date the new pledge was entered into ABE	12/01/2009
Pledge subtype	Indicates the type of pledge made by the constituent	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, Semimonthly, or Biweekly.
Past Due	Amounts that are shown still due on a pledge after the recorded installment date.
Expected 20xx	The year in which pledge payment amounts are expected		Columns are shown for the current year and the subsequent five years.
Expected after 20xx	The pledge payment amount is expected after the five-year range of the report