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...

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

Hello! I need some help with getting some pledge information and wondered if someone has encountered this before. I need to give my finance dept. and auditors a report that show pledges from FY08 and FY09 (seperate reports) with payments made against those pledges in FY10. I need to be able to show the...

When running reports the system is counting every payment on a pledge as a gift, therefore inflating the number of gifts. Any suggestions? Dawn Knill

I was wondering if anyone knows how to track pledge fulfillment in RE. I want to be able to report on what % of pledged gifts are receiving their payments in a timely manner for our YE analysis. Any help would be appreciated! Karla Wiese Director of Annual Giving De La Salle High School