Some non-profits want to rollup pledges (donations with StageName='Pledged'). NPSP provides user-defined rollups for ‘Posted’ donations.

Daizylogik has built an unmanaged package for Pledge Rollups on Accounts and Contacts for the current and previous calendar and fiscal years. It also rolls up the Payments for pledges.

You can install it from here:

Install Package

The source code is available here: Source Code

Post Installation Instructions:

1. Add the following fields to the Account and Contact page layout:

   • Pledge_Payment_Amt_Recvd_Current_CY__c
   • Pledge_Payment_Amt_Recvd_Current_FY__c
   • Pledge_Payment_Amt_Recvd_Previous_CY__c
   • Pledge_Payment_Amt_Recvd_Previous_FY__c
   • Total_Pledges_Current_CY__c
   • Total_Pledges_Current_FY__c
   • Total_Pledges_Previous_CY__c
   • Total_Pledges_Previous_FY__c

2. Edit the Search Layout for the Opportunities and add the Calculate Pledge Totals button so you can run the rollups on demand.

3. If you would like to schedule the rollup job, use the PledgeRollupBatch class.

by Vladimir Martinov