06 February, 2017
By Eileen
Filed under CiviPledge, CiviReport

Over the past year I have been volunteering time to help out in the effort to raise funds for the Hundertwasser Art Centre. In order to help the HAC project I have added a couple of reports that may be useful for other pledge users (or possibly sites that track money received through campaigns).

The HAC project seeks to raise money to convert an existing building into the design gifted to the city by Friedensreich Hundertwasser . Money is being raised from a variety of sources (general public, grants, government, naming-rights purchasers, philanthropists etc.) and it comes in as a combination of donations and pledges.

In order to track these different sources we created campaigns for them and set goals for each campaign. I then created a report to track progress against these campaigns. The thing that is different about this report is that it tracks both contributions and pledges, so the total raised is all received money...

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02 June, 2015

I am Tahir Ramzan, pursuing Masters in Computer Science at Virtual University of Pakistan. I am working on refunds, partial refunds and partial payments development for CiviCRM. Parvez Saleh and Joe Murray are mentoring this project.

Refunds and Partial Refunds:

Often, we need to tackle situation where one needs to make partial or full refunds. After this project users will be able to make refunds with friendly user interface and proper database records.

Concerns:

  • How to represent an administrative fee for refund? Who will pay this, buyer or seller?
  • How to link the refund with the original contribution?
  • Which method to use for processing refunds?  Check, payment processor or both.

Partial Payments:

Partial payments on the other hand need to be done when someone pays a part of payment contribution in installments. This will be very useful for CiviCRM users...

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16 January, 2015

Do you use CiviCRM for contributions, pledges, and related financial data? Does your organization use the financial reports in CiviCRM? Does your organization export data from CiviCRM to your general ledger? Or do you want to start doing some of these things?  If so, your input is needed on CiviAccounts.  (You do not need to be a CPA to give input, but having a general understanding of how CiviCRM financial areas work currently is helpful)  

Give your input via the survey at: http://pogstone.com/civicrm/petition/sign?sid=15&reset=1    

(Thanks to the CiviCampaign component, I am using CiviPetition to handle my online surveys)

Background:  One of the bigger structural changes to CiviCRM in the last few versions has been CiviAccounts. CiviAccounts includes many things you may use day-to-day, such as using multiple financial types within a single priceset, partial...

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08 November, 2011
By Eileen
We have a couple of customers who have been asking to be able to set-up recurring contributions against pledges. This seems to be a possibly contentious improvement so I'm looking for feedback on it. These organisations in question deal with lots of pledges (they solicit them by phone) and they record them in CiviCRM. Some of them are paid off by cheques, & some by credit card. Usually they try to get a commitment to set up a recurring credit card contribution & here's where they are struggling with CiviCRM. CiviCRM won't let you record a recurring credit card contribution against a pledge. We have hacked out CiviCRM 3.4.7 / 4.0.7 install to meet their needs but obviously if we are going to move to 4.1 then we want to know we have a way to manage that.

There are 2 main reasons why they want recurring payments against pledges:

1) Because they want the same reporting for all their pledges no matter how they are paid 2) Because the pledge may be paid by different... Read more
25 April, 2011

Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.

Packt has also selected a runner-up in its contest: an experienced CiviCRM user from the City Bible Forum, ken, will get a downloadable eBook copy of the book.

Here's some background on Using CiviCRM from Packt's site:

What you will learn from this book:
  • Create a successful CiviCRM implementation project
  • Install and configure CiviCRM in Joomla! or Drupal, understand advanced configuration options, and review the upgrade process in detail
  • Get...
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19 April, 2011

Sheila Burkett is the first winner of a copy of Using CiviCRM from Packt Publishing. Packt is running a promotional contest where you just have to post into the forum or email them to qualify to win a copy of the book.

Here's some more information about the book from the Press Release:

Using CiviCRM is the first commercially published book on CiviCRM, and came out in February 2011. It will teach readers to build a CRM that conforms to their needs and to integrate it with Drupal or Joomla!. Written by...

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07 September, 2010
By shot
Filed under CiviPledge, v3.2, CiviCRM

We just released CiviCRM 3.2.3 – it is now available for download. You can also try it out on our demo site. This release introduces changes to pledge recording and quite a few bug fixes; for full list of things that has been fixed/improved in 3.2.3, please take a look at our issue tracker. Unfortunately a bug related to wrong case types being displayed was introduced into 3.2.3 release. The patch will be available in the next 3.2.4 release and could be downloaded here...

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28 July, 2010
By Eileen
Filed under CiviPledge, CiviCRM, Drupal
When working in setting up and developing websites (among other things) we often have to choose between getting stuck in and getting stuff done the known way or trying to invest time in coming up with a more automated way or efficient way of doing things. Usually at some point we become aware of whether we made the right choice – and I find that moment is normally accompanied by a certain sinking feeling. I recently made the decision to try to follow a new path to do a CiviCRM data import by writing an extension for the Drupal Migrate module. I wrote a blog when I started and although the feedback wasn’t entirely encouraging I decided to give it a go anyway – probably pig-headedness. As the meat of the migration was 90,000 pledges with 140,000 associated contributions I focussed on these first and set up an automated import (drush) that allowed me to import the contacts, addresses, pledges and... Read more
05 October, 2009
Filed under CiviPledge, Meetups
Let's hear it for Rayogram and their hospitality to the CiviCRM community by hosting the New York City Meetup last Thursday! We accomplish so much using all of our electronic tools but there is still a kind of creativity that happens so much more efficiently in real time, face to face. One of the breakout groups at the Meetup was with persons interested in talking about CiviPledge. I left energized and excited about improving the tool that we all share. Some of the highlights of our conversation were:
  • What is the role of pledges in organizations and CiviCRM?
  • How should we handle pledge payments?
  • How should we communicate with our members about their pledge payments?
One of the persistent questions is, "What distinguishes a Pledge from a Pay-Layer Contribution or a Recurring Contribution?" We really kicked that around at the break out table and I can now clearly articulate the difference and why it's... Read more
04 August, 2009
By andrew
We are finding that CiviCRM/accounts issues are becoming increasingly important for our clients, and Eileen's recent blogs and the discussion they are generating are a fantastic step towards helping find the best way for Civi to deal with financial transactions. For example, I think it could be useful for Civi to ultimately develop functionality for maintaining simple bank accounts within CiviCRM, so that small organisations can maintain basic accounts without the headaches of integration with an external package. Currently we have clients who are willing to rely on CiviCRM as being the central repository for the detail of all contributions, with a lump sum figure hitting their GL at the end of each month which can be reconciled against CiviCRM's records. This is largely reliant on the organisation having very good procedures in place to attend to banking on the same day as transactions are entered into CiviCRM, to make it easier for payments to be reconciled. It also requires... Read more
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