Yes. When using the Deceased Person tool, select the Discontinue Pledges check box.

No, a pledge campaign (mission trip) requires one specific campaign goal amount. You can edit it at any time during the campaign, if needed. Individual pledges (mission trip participants) also require one specific total pledge amount. However, you can create each pledge so that each trip participant does not have the same total pledge (fundraising goal). If you use the Portal for mission trip registration, you must set one specific fundraising goal on the pledge campaign record. After the person is registered, adjust their individual pledge as needed.

While it depends what your internal decisions are about these type of gifts (what you want to see, and what details matter to you), here are two possibilities for processing:

• Post the gift to the mission's program, and leave it at that. This would keep it out of pledges and tracking, but keep it in the right program for record keeping, OR
• Create a pledge for (for example) 2016 Romania Team or anonymous trip participant. Then, any gifts to the trip not specified to a real trip participant are posted to the donor and matched to the team or anonymous pledge for the trip.

The dates you use on the pledge campaign record are what displays online. The pledge's installment start and end dates can't be different than the campaign start and end dates.

It depends on if you have updated their pledge status accordingly. Pledge statuses are not updated by the system.

• If the status is Complete, you can see it on the Pledges page, Completed view.
• If the status is Not Complete, you can see it on the Pledges page, Fix Mark as Complete view.

On the Pledges page, the No Recorded Gifts view shows pledges without gifts.

There's a tool for that! Meet the Trim Selection tool.

Edit each program that contributes to the pledge campaign so that each program is linked to the pledge campaign. Many programs, one per campus, can be linked to your campaign. Then, the Platform ensures the pledges get credited when the donor gives to any program associated with the campaign.

Pledge credit is assigned when online donations are batched. Pledge credit can also be assigned when batches of checks are made into deposits. Pledge credit is also assigned nightly by a data quality routine.

If third party gifts need to be given credit to someone else's pledge, you can do that manually by opening the donation and editing the distribution.

For a pledge campaign to be program eligible, it must be designated as the pledge campaign on the program record.

Use the No Recorded Gifts view on the Pledges page. You can use this view and the New Message Tool or a report (like Selected Pledge Letter or Selected Pledge Mail Merge) to communicate to these donors. Alternatively, the pledge statement reports has an option to include these people.

That is up to how you want to manage your pledge campaigns. What you choose affects which "bucket" a pledge shows up on in views on the Pledge tab, which "bucket" they are grouped in on various pledge reports, and what donors see online. We just recommend you be consistent across campaigns.

We recommend creating a new pledge campaign for each trip each year (for example, Country Y Mission Trip 2015 and Country Y Mission Trip 2016). This way the dates, event, participants (pledges), and so on for the current trip and the past trip are clear and visible. This way, you can also run reports separately on each trip.

Any pledge with zero installments planned will display in this view because zero times any amount is zero. To fix this, change the installments planned to 0.

The pledge should be marked Completed to remove it from the BMT.

Change the SSRS, CurrentCampaignFilters configuration setting to Yes.

The answer is somewhat how you want to handle this and how you want it to display for the donor. Many of our churches will add a note to the new pledge that references the old pledge and then discontinue the old pledge record.

Yes. If you do not want to do separate pledge campaign statements, you can work with Professional Services to develop a multi-campaign statement.