Sometimes a donor makes a promise to contribute to the campaign in the future. In that situation, you can use the Pledge option to track that promised donation. These can be tracked in two different places, either on the Dashboard or within the entity’s record itself.
From the Dashboard
On the Dashboard is a Pledge Aging section. Here you’ll see totals of any remaining outstanding pledges grouped by date ranges. To the right of each date range is the hot dog menu. Using this you can choose to export the outstanding pledge data to a spreadsheet, call sheets, or view the records that have outstanding pledges.
If you use a customized dashboard, be sure to include the Pledge Aging section in the customization.
If you see a date and time showing in the Pledge Aging section, this indicates the last time the report was updated. Click the Update option to bring the data current. If you don’t see a date and time, the report is current.
From within the record
In any given record is a section called Pledges & Targets. In there you’ll see the following columns: Fulfilled Amount and Outstanding.
- Fulfilled Amount: This lets you know how much towards the full pledge amount has already been donated.
- Outstanding: If there is a remaining balance of the pledge, this amount will show in the Outstanding column.
When entering a Monetary Contribution
When you enter a Monetary Contribution for an entity that has an outstanding pledge, ISP will count that contribution toward the pledge, reducing the Outstanding amount and increasing the Fulfilled Amount.
To update a pledge, click the Amount, Fulfilled Amount, or Date right in the Pledges & Targets section and type the new value. The Outstanding amount recalculates as soon as you click away. You can do the same thing on the Fundraising Pipeline page under Tools.
