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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Pledge Management

Find New Donors

  1. In the navigation menu, click Contacts.
  2. Create an initial saved selected of the active people that haven't made a pledge yet.
    Tip: Use one of the following resource to help you find new donors and add them to a selection.
    • Use the Find Donors report on the Donors page to drill into people who gave X amount of money to programs A, B, and C.
    • Use other views to add people to that list. For example, people with envelope numbers.
    • Use the Transfer Selection tool to continue adding people to your selection.
  3. Create the pledge campaign. Be sure to edit any programs and connect them to the pledge campaign.
  4. Edit any programs you want to connect to the pledge campaign.
    1. In the navigation menu, click Church Structure > Programs.
    2. Click the program you want to connect to the pledge campaign.
    3. Click Edit Record.
    4. In the Pledge Campaign field, select the pledge campaign you want to connect to this program.
    5. Click Save.
  5. Once you receive pledges, add pledges for each donor.
Don't forget to remove the donors and spouses who made a pledge from your initial selection once you receive their pledge forms.
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Last updated: March 28, 2025