Pledge Screen

General Tab

The general tab contains most of the information about a pledge. In this example $700 is pledged on 3/17/2010 and the pledge was acknowledged on 3/20/2010 with a standard pledge letter. $200 of the $700 has been collected so far. The Pledge Schedule and Donations tab lists the details of the pledge payment schedule and the actual donations (or pledge payments) made. Data collected includes:
- pledge date
- pledge amount
- status (user defined list of choices)
- fund (user defined list of funds)

- campaign (if the pledge was related to a certain campaign)
- event (if the pledge was related to a certain event)

- correspondence
- correspondence date
- acknowledged (when a correspondence is made this becomes "Yes")

Note: there are a few ways to do correspondence:
1. manual correspondence:
- you just specify how you did the correspondence and the date using the two fields shown and then outside of this program you send the letter, make the phone call, send the email etc...
2. Letters
- You can press the Letter button at the top of the screen to do a letter for this pledge. If you choose to record the correspondence after the letter is generated it records the history of this correspondence and shows the details in the list box at the bottom left of the screen. It will also show the correspondence on the contact's detail screen (since you generated an acknowledgment letter for this pledge and for this contact). See the letters section for more details.
3. Email
- You can press the Email button at the top of the screen to do an email for this pledge. If you choose to record the correspondence after the email is generated it records the history of this correspondence and shows the details in the list box at the bottom left of the screen. It will also show the correspondence on the contact's detail screen (since you generated an acknowledgment email for this pledge and for this contact). See the email section for more details.
You can also choose to add this pledge to a mailing list and handle the correspondence at a later time. Example: you send out pledge acknowledgments on Friday of every week.

- contact
- employee
- appeal (user defined list of choices for what caused the contact to make this donation)
- in honor of
- in memory of

- notes (general notes about this pledge, payment schedules etc...)

Pressing Report will generate a pledge summary report for this pledge (for easy printing of the pledge details).

The Pledge schedule and Donations received for this pledge are found in the Pledge Schedule and Donations tab

The Notes tab is just a big area to add notes about the details of this pledge.

The Pledge Schedule and Donations tab shows the pledge schedule information on the left side of the screen and the donations collected for this pledge on the right side of the screen.

The pledge payment schedule will help calulate exact pledge payment schedule dates and populate the pledge schedule, however you can manually change the pledge schedule to be whatever you like. Also just because the pledge schedule is setup a certain way does not mean that you will receive donations on those exact dates. In general we keep things pretty simple. In this example the pledge was for $700 and 2 payments of $100 each were collected so far, so the contact still owes $500 to fulfill the pledge.