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...

Hi... I've been going around in circles with this for a while.... I need to export a list of names with the total amount of the payments they have scheduled for 2011... I just need totals, no fund details or anything.... So, essentially I need to find pledges that were made 3 years ago (say in 2007...

Here is my question: John Smith, owner/proprietor of Smith Enterprises, pledges $500. A check from John Smith for $100 is applied to the pledge. Another check for $100 comes from Smith Enterprises. I enter the gifts to the specific constituent records (one Individual and one Organization) and can apply...

When we have written documentation of intent to donate, we enter the pledge in RE. It has become more and more frequent that the pledges are paid, not by the donor, but by a family trust or somesuch. What is the proper way to handle this in RE? Should I enter a new pledge from the family fund when the...

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...

Hi, We are facing a problem with one of our clients. Would appreciate if someone could provide a quick solution from their experience in using Raiser's Edge product. The problem is: Say a client gives a pledge of $1000 split between two funds, Fund A & Fund B. Fund A for $600 & B for $400...

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I'm trying to get some statistics on our pledge activity. Specifically, we want to know, of individual pledges to 3 specific appeals over the last three years, the number and percentages of pledges paid off on-time or paid off early. I've been "playing" with the Pledge Status report...