Address Split Campaign Pledge Balances (Multi‑Year Pledges Across Fiscal Year Campaigns)

Many organizations structure campaigns using a hybrid model: long-term fundraising initiatives (e.g., capital or endowment) alongside annual campaigns tied to fiscal years. Within this framework, multi-year pledges create significant challenges - particularly for annual fund campaigns that reset each fiscal year.

In Raiser’s Edge NXT, pledge balances do not accurately distribute across multiple (split) campaigns tied to different fiscal years. As a result, organizations cannot reliably track, report on, or forecast multi-year commitments when those commitments span multiple annual fund campaigns.

Current Limitation:
When a multi-year pledge applies to annual giving campaigns, it must be split into separate pledge records for each fiscal year in order for balances to reflect correctly within each campaign. This leads to:

  • Fragmented donor records

  • Inconsistent and less reliable reporting

  • Added administrative burden and a higher risk of data entry error

  • Complications with pledge reminders, forecasting, and audits

In contrast, multi-year pledges tied to a single long-term campaign (e.g., capital or endowment) can be recorded cleanly as one pledge - highlighting the inconsistency in functionality.

Real-World Example:
At our organization, we track capital and endowment efforts under unified campaigns, while annual giving campaigns change each fiscal year. A donor making a multi-year annual fund commitment must have their pledge split across multiple campaign records—purely due to system limitations—not because it reflects donor intent.

Why This Matters:
This limitation impacts multiple critical functions across advancement operations:

  • Campaign performance tracking

  • Financial forecasting and pipeline visibility

  • Accurate donor stewardship and communications

  • Data integrity and audit readiness

It also creates a disconnect between how donors think about their commitments and how organizations are forced to record them.

Request:
Enhance campaign, fund, and appeal functionality in NXT to allow a single multi-year pledge to:

  • Accurately reflect balances within each campaign

Outcome:
This improvement would significantly reduce administrative burden, improve data accuracy, and better align pledge recording with real donor intent - benefiting both advancement teams and donor experience.


  • Rachel Kauer ⭐ Community All-Star
  • Jun 24 2026
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