Understanding Pledges

Pledges allow you to track donor commitments that will be fulfilled over time. This is useful for capital campaigns, multi-year commitments, and installment payments.

Creating Pledges

To create a pledge:

1. Go to Donations > Pledges
2. Click "Create Pledge"
3. Select the donor and enter pledge details
4. Set the total amount and payment schedule
5. Configure reminder settings

Payment Schedules

Pledges can have flexible payment schedules:

• One-time payments on specific dates
• Monthly, quarterly, or annual installments
• Custom payment amounts and dates
• Optional automatic payment processing

Recording Payments

When pledge payments are received:

1. Find the pledge in the system
2. Click "Record Payment"
3. Enter the payment amount and date
4. The system updates the pledge balance automatically

Pledge Reminders

Set up automated email reminders:

• Customize reminder timing (days before due date)
• Personalize reminder messages
• Include pledge details and payment instructions

Fulfillment Reports

Track pledge performance with reports showing:

• Total pledged vs. collected amounts
• Overdue payments
• Fulfillment rates by donor segment
• Projected cash flow from outstanding pledges