We need to change the designated fund for a pledge prior to its scheduled completion, such that only future (outstanding) payments are applied to the new fund.
Adjust the original pledge, changing the fund through the adjustment process. All future payments will be applied to the new fund. The original pledge will reflect the new fund assignment. Any prior payments already made will reflect the original fund assignment.
As each payment is made going forward, manually change the fund on each pledge payment to reflect the desired new fund. The original pledge and prior payments will reflect the original fund assignment.
In deciding which option to pursue, consideration should be given to reporting needs. Depending on what reports are used for pledge-related gifts, there may be implications for how fund related information is reported, based on what parameters are used. Some examples of reports to consider include Pledge Status Report, Pledge Activity Report, Gift Detail and Summary Report.