I’m building a base to track contributions and multi-year pledges to a charity. Am wrestling with how to apply gifts against a specific person’s pledge when someone has more than one pledge. Example: Bob Smith pledges $100,000 to a building project...

I’m building a base to track financial pledges, which will be paid over time, for our charity’s capital campaign. Have donors in one table, pledges (and payments) in another, and can use Rollup to calculate remaining balance for a pledge, but would ...

Form question: I’m trying to create a “Donation Report” form for a volunteer to complete when they’ve received a gift or pledge from someone for a charity. The donor is almost always going to have an existing record in the “Prospects” table; gifts a...