Fundraising staff use the Pledges overview to find a promise to give, answer a donor’s question, or review pledged amounts the organization has not received yet.
Prerequisites
- You need access to Pledges in the Fundraising Console.
Open the Pledges Overview
- Go to Fundraising & Gifts › Pledges.
Result
The Pledges page opens with Outstanding Pledges and # Outstanding Pledges at the top, a search form on the left, and a Recently Viewed Pledges panel on the right.
The two figures include every pledge with an open status. Outstanding Pledges shows the total pledged amount for those open pledges, and # Outstanding Pledges shows how many there are. Select either figure to open a ready-made query that lists those pledges. These totals can be up to a day old.
Tip
Outstanding Pledges totals the full amount promised on each open pledge, not the amount still owed after partial payments. To find the unpaid balance, search by Amount Outstanding below, or open the pledge to see what remains due.
Search for Pledges
- Enter any of the criteria below. You can combine as many as you need, or leave the form empty to see every pledge.
- Select Search.
| Criterion | Finds pledges by |
|---|---|
| Date | Pledge date within a range |
| Amount | Pledged amount, either an exact figure or a range |
| Fund | One or more funds |
| Campaign | One or more campaigns, with only the first page of your campaigns offered here |
| Installment Plan | One or more installment plans |
| Amount Fulfilled | Amount already paid, either an exact figure or a range |
| Remaining Payments | Installments still due |
| Amount Outstanding | Amount still owed, either an exact figure or a range |
| Next Payment Date | Next installment due within a range |
| Anonymous? | Whether the pledge is marked anonymous |
| Number | The pledge’s number |
| ID | The pledge’s identifier |
Result
A table lists every matching pledge, with the result count shown above it. Each row shows the pledge date, donor name, amount, payment timing or installment plan, and a status column.
Warning
The status column in the results table does not reliably show the pledge’s status, so expect it to be blank. To find pledges by status, search by other criteria instead, such as Amount Outstanding for pledges that still have money owed, or open a pledge to see its status directly.
Tip
Choosing a fund or installment plan in the search form does not always narrow your results. If that choice does not change the results as expected, search by another criterion, such as date or amount, then check the fund or plan on the pledges you find.
Select a pledge’s date to open its full record, or select the donor’s name to open that donor’s record. You can also use a row’s identifier icon to see the pledge’s audit history or its relationships to other records.
Find All of One Donor’s Pledges
If you already know the donor, it is usually faster to open the donor’s record directly. The donor’s page lists every pledge they have made, so you do not need to enter search criteria here.
Save a Search You Run Often
You can save your criteria as a saved search from the search form, then choose that saved search from the same form later. When you delete a saved search, you are asked to confirm first.
Warning
If your search returns more results than the Console can show at once, a notice tells you the results are partial and that the totals reflect only the displayed results. Narrow your criteria to see the complete set.