Fundraiser Performance Management Ideas

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I would love to have a section for individual pledge amount (full amount)/Pledge Balance

We were able to add pledge balance/status under commitments but you see the pledge transactions and not the full pledge amount. I wish there was a way to have a separate section for the full individual pledge amount and balance for each pledge. For ex: If someone pledges $50K over 5/yrs, you will see the 5 pledge transactions for the payments but not the $50K amount. (under commitments).

  • Guest
  • Oct 8 2021
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  • Laurie Lehenbauer commented
    April 07, 2022 17:25

    I believe that this would be a choice that was made when setting up your donor transaction file. Somebody must have elected to exclude pledges from your load, likely to avoid double counting. We chose to send both pledges and pledge payments, considering pledges "commitments" and considering pledge payments "cash" to avoid double counting in totals.

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