In This Article:

    Pledge Reminder Report

    In This Article:

      The Pledge Reminder Report allows you to easily run a report based on outstanding or due pledge payments and makes sending pledge reminder letters a snap!

      1. To open the Pledge Reminder Report select Reports > Gifts > Pledge Reminder from the main menu.

      2. The Pledge Reminder Report window opens.

      3. The timeframe of the Pledge Reminder Report is based on the gift received date. Select the timeframe by choosing one of the radio buttons and selecting the Go button. If you would like to specify a different timeframe, you may select the From/To radio button and enter the specific date range for which you are looking.

      4. The Title field is automatically populated with your company’s name which you entered in DonorPro by selecting Manage > Configuration > General tab panel; you may also edit the Title field. You may add a Subtitle to your report.

      5. The Exclude Deceased checkbox is selected by default to eliminate returning a deceased constituent’s pledge reminder. As long as you have entered a Deceased Date on the constituent’s record, this will ensure that a pledge reminder letter is not sent to the deceased constituent.

      6. Selecting the Show Matching Payments option will display the Matching Donation Reminders due through the date range you have selected. This information is displayed at the bottom of the report and reflects the information of the constituent who is to make the matching gift.

      7. By selecting the Include Links option, the Donor Name and Pledge Amount appear in the report as hyperlinks. When selected, these links will direct you to the constituent record or the donation record for the original pledge.

      8. You may also choose to filter on certain Funds, Campaigns, Appeals and Batches.  

      9. Once you have configured the report to meet your needs, select the Refresh button to return the Pledge Reminder Report data.

      TIP: The Pledge Reminder Report returns the results in order of the original pledge date.
      In the example below, a
      Pledge Reminder Report was run for the second half of November. Mr. and Mrs. John Andrews made an original pledge (Pledge Amount) in the amount of $5,000 to the Building Fund. The Andrews’ had chosen to make monthly installments (Payment Schedule), paying $416.66 per month. The report shows they have paid a total of $416.66 (Amount Paid); this last payment was received on February 12, 2008 (Last Payment Date) and they have an outstanding balance (Amount Due) of $4,583.34. The remaining payments, within the selected timeframe, are listed below the original pledge information. The Next Payment Date is 11-12-2008, the amount due is $416.66.

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