The following query will return pledge information for pledges that have not yet been paid off. The query is built to report pledges per a specified date range, to (a) specified fund(s) and to a specified OBO.
A couple things about this query:
- You can add additional fields to the Result Columns to get family information, but you will want to keep the pledge information at the beginning.
- You can choose to not have this per organization or per fund if you would like, just take those conditions out of the query.
Updated