I am curious to know how users of the pledge envelope input in Workplace Giving deal with the old envelopes .  We have several years worth of pledge envelopes in the system and I wondered if I needed to clean them out.  If you do delete them, is there a way to do this besides one at a time?

What do you mean by pledge envelopes in the system? Appeals?  No you would not delete them - you would inactivate them.

I am assuming you are talking about Pledges (The actual envelope is the hard copy you keep for audit) and what to do if someone does not pay off their pledge. I would NEVER delete a gift or remove it from the database so that you have an accounting record.

If someone does not pay their pledge and you have a write off policy in place that says it's ok to write the pledges off as bad debt - then that is what I would do. If you have a large number of these there is a function under administration that can be used to globally write off multiple pledges instead of doing them one at a time. I would be very careful using this function.

Hello Brenda,