Manage Donor Pledges
Within ExpensePlus, record donor pledges, track which donors still have outstanding pledges, and compare donations pledges v.s the amount received per donor.
There is the ability to set up multiple pledge events, so whether you choose to use this for special offerings, or for regular annual giving (or both), you will be able to record and manage donor pledges within ExpensePlus easily.
Setting Up a Donor Pledge Event
Before getting started, you first need to create at least one donor Pledge Event. Click the 'cog' icon at the top right of the manage donor screen to get to the donor setting screen
Within the donor settings screen, select the 'Pledge Events' view, and then the 'Add Pledge Event' option.
Each pledge event needs to be assigned a fund (it's important that ALL donations that relate to the pledge event are allocated to the fund you specify when being reconciled, and that donations that DON'T relate to the pledge event AREN'T allocated to the fund specified - otherwise the 'donations received' column of the Donor Pledge Summary report is going to be incorrect!)
Each pledge event needs a start and an end date (the date range should typically be wide enough to cover the period donations are expected to be received, but not too wide as to include donations into the fund selected that don't relate to the pledge event - otherwise the 'donations received' column of the Donor Pledge Summary report is going to be incorrect!)
Entering Donor Pledge Amounts
Within the 'Pledge' tab of the Manage Donor Screen, you can record donor pledge amounts in a really easy, simple and efficient way.
To enter / edit a donor pledge amount, just click on the amount you wish to update.
WARNING: Be careful, because this screen automatically saves updates
Viewing Donor Pledges v.s. income received
The Donor Pledge Summary report (within Donation Reports) provides a summary of each donor's pledge, the amount received to date, and the amount outstanding. The filters at the top of the report enable you to filter just the donors with outstanding pledges.
This report DOES show donors even if they have subsequently been deactivated (in order to give you the truest and fullest picture). It also DOES include donors who haven't pledged but have given to the pledge event (so that you can do a full comparison of pledged v.s. given).
At the top of this report, you can:
- Select the pledge event you wish to view
- Filter by donor tag
- Sort by name OR by pledge amount (largest first)
- Choose to only show donors with outstanding pledges
Deactivating & Deleting Pledge Events
If you wish to deactivate or delete a Pledge Event, click the 'cog' icon at the top right of the manage donor screen to get to the donor setting screen
Within the donor settings screen, select the 'Pledge Event' view:
- Click the 'deactivate' button to the right of a Pledge Event if you are wishing to hide the Pledge Event from within the Manage Donors screen and within the Donor Engagement Summary Report (deactivated Pledge Events can be viewed using the button on this screen and can be re-activated)
- Click the 'delete' button to the right of a Pledge Event if you are wishing to permanently delete the Pledge Event (deleted Pledge Events cannot be reinstated)