This article is an FAQ on the Pledges functionality.
When is a pledge considered past due?
A pledge is considered “Past Due” at midnight on the date after it is due, according to the org’s defined time zone.
For example: If a pledge is due on 5/1/2019, the pledge is considered Past Due at 12:00am on 5/2/2019.
Can I manually mark a pledge as Completed without fulfilling the pledge?
No. A pledge is only considered to be completed when it has been fulfilled. In other words, when the sum of the pledge payments is equal to or greater than the total amount of the pledge, the pledge is considered fulfilled. A user can decrease the amount of the pledge to an amount that is equal to or less than the total amount applied towards the pledge, which would effectively complete the pledge.
How do I create an exportable pledges report?
First, consider this: do you want to create a report of the people in your database that have pledges, or would you like to create a report about the pledges themselves? If the answer is the former, head to the Contacts page; if it’s the latter, head to the activities page.
If you’re starting from the activities page, it’s helpful to start a pledge report by adding pledge-specific filters like “Activity Type: Pledge.” If starting from the Contacts page, it’s helpful to start by adding filters like “Has Pledge Coming Due” or “Has Pledge with Status.”
Here are some useful report columns that help create meaningful pledge reports:
- Amount (Activity Column)
- Activity Type (Activity Column)
- Admin Note (Activity Column)
- Campaign (Activity Column)
- Date Created (Activity Column)
- Pledge Balance (Activity Column)
- Pledge Due Date (Activity Column)
- Pledge Payment? (Activity Column)
- Pledge Status (Activity Column)
- Total Pledge Balance (Contact Column)
How can I create a pledge report and exclude pledges we know will not be fulfilled?
Use the Activities filter Pledge Status: Past Due and invert it. This will allow you to remove those pledges from reports without fully deleting them from the system.
How do I write off a pledge?
Some non-profits track the write-off amounts of their pledges. This means that a donor may have pledged a certain amount, but they did not fulfill that pledge in entirety. It might be 95% fulfilled by the time they stop tracking it. In this case, we’d recommend “canceling” the pledge, and writing a description in the pledge’s Admin Note that indicates that it has been written off. You can then report on the balance of all your pledges in a Canceled state. Presumably, the sum of the balance on the canceled pledge would be the amount that can be written off.
How do I track a pledge that will have 5 manual payments?
In this case, we would recommend creating 5 pledges.
For example; if a donor commits to paying $100,000 over the course of 5 years, we would recommend creating 5 pledges due at the end of each of those 5 years, each worth $20,000.
Can I add a transaction to a campaign that is different from the campaign the pledge is attributed to, and still have the transaction count towards the pledge?
Yes, you can assign a transaction to a pledge, regardless of whether the campaign on the transaction and the pledge match.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.