Link to Pledge Analysis Dashboard
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The Pledge Analysis tool and specifically the Write Off Review sheet will allow overdue pledges and installments to be reviewed in real time throughout the year. For pledges that are overdue after 12/31 of each year, UGAF requires action before 3/31. UGAF needs one of two actions for each pledge listed: (1) Communication with the donor documented in writing that results in a revision to the original pledge schedule or (2) instruction that the pledge is uncollectable and should be written off.
Pledges of less than $1,000 with outstanding balances will be written off by default each year.
The Pledge Installment Details tab is provided as additional information. No action is requested from UGAF for these items, this is provided as a helpful tool for each unit to monitor pledges to proactively communicate appropriately with donors.
Pledges by site
A specific site should be selected in the search bar on the left-hand side of the app to narrow down the results.
Overdue as of specific date
Use the "Final Installment Date" filter as needed. For overdue pledges due the previous December which UGAF requires action on, input "<=12/31/2024" or the correct future year in this field and press enter.
Narrowed results will show as below. These will be the list of pledges UGAF requires action on from each unit each year.
The link in the rev-ID column will take you to the pledge in GAIL.
The "Send Email" option will open Outlook and start a message to gifts@uga.edu with the appropriate rev-ID in the subject line. Additional details should be included relating to the appropriate action, adjusting the installment schedule for a collectable pledge or writing off an uncollectable pledge.
Pledge Installment Details
The "Pledge Installment Details" tab will show any overdue installment (the date filter will apply here if selected) No action is requested for non-final pledge installments that are overdue. This is an FYI for the unit to monitor going forward.
Bookmarks
If you find yourself often applying the same filters, you can use bookmarks to quickly reapply all filters. To create and save a bookmark, just apply the filters you want, then select the bookmark tab on the top left of the sheet, and then select "my own" and then "create bookmark". Then next time you open the app, select the bookmark to quickly apply your filters.
