We're trying to implement a new monthly pledge reminder system for our phonathon pledges. Our student phonathon caller fills out an initial form when the donor pledges over the phone which would serve as their first reminder. However, we would like the rest of the system to be fairly automated. Here...

We are beginning a 5-year campaign and are looking for best practices in gift entry. Our campaign allows constituents to make a pledge that can be split between both Annual fund and Endowment over that 5-year period. Should pledges be entered in one gift record as a split gift (to each campaign with...

My solicitors want to be able to see when their assigned people fall behind on commitments or have installments due soon so that we can be more proactive about working with the donors instead of just sending reminders. I have looked at a ton of reports but some don't have solicitor as an optional...

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?

Hi - I am looking for a sample policy for sending reminders out on outstanding pledges. Currently, we have actions set-up in the constituent's record which appear on our home-page, but I would like to see how others handle these reminders. Thank you!