Create pledge records tied to specific donors, campaigns, or funds. Set the total commitment amount, choose an installment schedule (once, semi-monthly, monthly, quarterly, semi-annually, or annually), and track each payment as it arrives. DonorDock shows the outstanding balance and fulfillment percentage at a glance.
Set up Stewardship Journeys to send friendly payment reminders before each installment is due. Personalize reminders with the donor's name, pledge amount, and remaining balance. Reminder emails can also carry a link that lets the donor pay that installment online, and once the payment goes through, the remaining balance on the pledge updates for you. Automated reminders reduce the burden on your team while improving fulfillment rates.
During a capital campaign, pledge tracking is essential. See total commitments vs. cash received, broken down by donor, fund, or campaign. Pull reports for board meetings that show pledge fulfillment rates, outstanding balances, and projected cash flow.
Pledges are fully integrated with DonorDock's contact records, reporting, and communication tools. When a pledge payment arrives, it is logged on the donor's timeline. When an installment comes due, a pledge payment reminder shows up on your Action Board. Every piece of data connects.
Pledge recurrence, whether monthly, bi-annual, or a one-time commitment, appears in Gift Reports, the Pledge Balance Report, and your pledge list, so you can see which commitments arrive on a schedule and which land in a single payment. Pledged Amount always reflects the total commitment across every installment, not one payment, so board numbers add up the way you expect.
Can I track multi-year pledges?
Yes. Create pledges over multiple years, with installments due once, semi-monthly, monthly, quarterly, semi-annually, or annually.
What happens when a pledge payment is received?
Payments you connect to the pledge reduce the outstanding balance, and payments made through a reminder's online pay link are applied automatically. Both the payment and updated pledge status appear on the donor's record.
Can I send pledge reminders automatically?
Yes. Use Stewardship Journeys to automate reminder emails before each payment is due. Customize the timing and messaging to fit your organization's tone.
Can donors pay a pledge installment online?
Yes. Pledge payment reminder emails can include a link to pay that installment online. When the payment clears, DonorDock records it against the pledge and updates the remaining balance.
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