Stock Pledge Payment gift type

In NXT a stock pledge payment is just showing as "pledge payment". In RE 7 stock pledge payments are notes as "pay stock/property".  Would love to see maybe pledge payment stock or stock pledge payment in the gift detail.

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  • Mar 13 2015
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  • Maryann Perrotta commented
    14 Nov 18:50

    Pay-Stock/Property (Sold) is showing as "pledge payment." Which doesn't allow the fundraising dashboard or the Campaign Tracker on the Home page to calculate the Committed revenue correctly. There are check boxes for "Use sale amount for sold stock/property," but since Pay-Stock/Property (sold) is no longer an selection in NXT it doesn't include it in the committed amount. There is also a check box for "Deduct write-offs." The gift types in DBV should all convert to NXT and we should be able to include/exclude what we want for each category. I don't like to include matching pledges until they are in in the committed revenue only cash received.

  • Emily Scott commented
    23 Jan 15:22

    Much like Kristin said below, we really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.

  • Kristin Gilbert commented
    16 Jan 17:17

    We really need stock/property pledge payment gift type to be a filter in lists. We have stock donors not showing up in our list because they paid a pledge with their stock gifts.

  • Susan Todaro commented
    January 13, 2021 22:49

    This is an issue for trying to get reports. When I wanted a list of all stock gifts, the ones that were used to pay off pledges don't show up because they're simply listed as pledge payments in NXT. I really hope that someone is working on bringing pledge recording into NXT.

  • Karen Stuhlfeier commented
    July 10, 2019 15:52

    I'm trying to create an Insight showing gifts made by stock. It isn't helpful unless I can't include Pay-Stock and Pay-Stock - Sold

  • Bill Connors commented
    June 26, 2018 00:19

    It's not just Stock payments.  This is also true for Pledge Payments by GIK and Other.  The Pledge Burndown only shows "Pledge Payment" with no indication whatsoever what of the 4 pledge payment gift types the payment was made by.