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...

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...

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Unfortunately, none of the alternate report suggestions that forum member offered are going to work for the report my boss would like to see. So it looks like it will have to be a custom report using a gift output query that is created when I run RE' Past Due Report. Among the columns my boss wants...

Under Pledge reports - You can run the Past Due report. This is the easiest way to track your past due pledges. Every day I balance my receivables by running the pledge journal and the Pledge status report. Laurel Quaintance Friends of Bassett Manager,Fund Development Services Cooperstown, NY 13326 ...