Reports

One to communicate with donors who pledged is to run a report then take an action based on that. In the Platform, select the records, then choose one of the following reports from the Reports menu:

• Selected Pledge Letter (on the Contributions > Pledges page) – Print a letter to donors who made the selected pledges. This report can be used in combination with letter templates in Communications > Letters. You can send bulk mail letters upon pledge entry, first gift, pledge completion, and at times throughout the campaign.
• Pledge Campaign Statement Selected (on the Contributions > Donors page) – This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. Only selected donors with a pledge to the campaign are listed. You can print their statements, and there are page breaks between donors.
• Select Campaign Donor Summary Export (on the Contributions > Pledge Campaigns page) – This report summarizes all the activity about any donor with a pledge to the selected campaign OR any donor who has given to a program associated with a selected campaign. Donors whose donations were credited to another person's pledge are also included. You can export the results of this report to Excel for further analysis or mail merging.
  Note: Unbatched donations do not display in this report.
  Note: The following are definitions for select columns in this report:

  • Total Installments – The installment amount of the donor's pledge(s).
  • Total Pledge – The total pledge amount of the donor's pledge(s).
  • Total Active Pledge – The total of donor's pledge(s) with a status of Active.
  • Pledged Giving – The giving from the donor credited to their pledge(s).
  • Pledge Remainder – The remaining balance on the donor's pledge(s); total pledge(s) less pledged giving.
  • Unpledged Giving – The giving from the donor to the pledge campaign's program not credited to their pledge, if this is set as the pledge campaign on the Program record.
  • Total Giving – The total giving to the pledge campaign's program; pledged giving plus unpledged giving.
  • % of Pledge – The percentage of the pledge fulfilled; pledged giving divided by the total pledge.
  • Other Pledge Credited – The total giving where the donor is marked as the soft credit donor on another donor's gift to the pledge campaign's program.

Email & Text

Use the New Message Tool to send personalized emails or text messages to donors who have an email or mobile phone number on file. Choose a selection of pledge records from the pledge grid, then select New Message from the Tools menu.

You can include a special field for donors with a mission trip pledge. This field adds a donor-specific link in the new message that takes the donor to My Mission Trips so that they can see how they are doing in the campaign.

Tasks

If a team of people call those who make pledges, a MinistryPlatform user can assign a task to another user by opening a single pledge record and selecting New Task from the Tools menu. Or, to create multiple tasks for a single user in relation to many selected pledges, choose a selection of pledges in the pledge grid, then select New Task from the Tools menu.