Joanna, In the Mail function, there is an option for Reminders. I'm guessing you don't have a pre-printed billing form you plan to use. You would click "New." Reminder type would be "create custom data file" then choose whether you want one bill 'per pledge' or a bill...

I just tried to run a Reminders Report through Mail and it keeps telling me there is "No Criteria". I've doubled checked the pledges in our system to see if there was something missing/unchecked/etc. and nothing seemed wrong. I even ran this as a include all records and dates criteria and...

We are starting a Capital Campaign - and want to automate pledge reminders. I created a constituent query from Pledge activity report - and got most of what we need. The dilemma is to exclude people that paid early on their installments. Their installment amount due is still >0 but the balance on...

Hi, I'm in the process of translating a donor retention plan into RE-speak and wondering if anyone else has done something similar that they'd share their best practices. In essence it is a series of follow ups and my initial thought is to query on constiuents who have performed a certain action...

My last org did something similar to those mentioned above: 1) We sent pledge reminders as scheduled in RE for all mass-market or TM donors. 2) Our gift processor generated a list of Board/major donor pledges quarterly for review by a major gifts officer. Once reviewed, we sent out letter-format reminders...

Looking for another Raiser's Edge user who has made the leap to emailing pledge reminders and receipts! We use snail mail for both. Just beginning an analysis of pros/cons and requirements. If you are willing to accept my call, would love to talk with you. Emily Parkhurst, US Naval Academy Foundation...

Jeff, There is a 'pledge card' option in the Mail function. Doesn't provide much flexibility for pulling in desired fields, like history. For our annual campaign we include donor history to annual campaign and have had to set up an export to get the data we need. From excel then I just run...

We are in the process of a capital campaign, and I am getting more and more gifts to be paid by credit card over a number of months or years. Of course, each has a different requested date (the first of the month, the 15th, quarterly, only on blue moons...). Other than manually creating Actions for each...

Can you please share with me your company's policies and procedures for pledge follow-up and write-offs?

How can we send pledge reminders to couples on our list who wish to be together on our mailing list for newsletters, etc, but who need to keep their giving records separate?