home

MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Pledge Campaigns

Recreating Annual Pledges

If your church tracks pledges that renew annually (for example, missionary support or orphan sponsorship), follow these steps to copy your pledge campaign for the new year.

Note: If you're using a Catholic instance of MinistryPlatform, check out the Annual Appeals feature.

Phase 1: Copy the Pledge Campaign and Pledges

The first step in copying your Pledge Campaign for the new year.

  1. In the navigation menu, click Contributions > Pledge Campaigns.
  2. Open the Pledge Campaign record.
  3. Click Copy.
  4. Select the Pledges check box to ensure all Pledge records are copied as well.
  5. Edit the new Pledge Campaign record.
    Tip: Rename it for clarity.

Phase 2: Delete Copied Discontinued Pledges

The second step in copying your Pledge Campaign for the new year.

Phase one copies all pledges from the original pledge campaign. You may have some that didn't need to be copied because they were discontinued during the previous year.

  1. In the navigation menu, click Contributions > Pledges.
  2. Clear any existing selections.
  3. Select the discontinued (copied) Pledge records that were associated with the new pledge campaign. You can run a report to make sure none of the selected pledges have any donations assigned to them.
    CAUTION: Be careful to not select pledges from the old pledge campaign.
  4. From the Tools menu, select Delete, and delete these discontinued pledges.

Phase 3: Update Dates on the New Pledges

The final step in copying your Pledge Campaign for the new year.

  1. In the navigation menu, click Contributions > Pledges.
  2. Clear any existing selections.
  3. Select the remaining (copied) Pledge records that are associated with the new pledge campaign. You could even run a report to make sure none of the selected pledges have any donations assigned to them.
    CAUTION: Be careful to not select pledges from the old pledge campaign.
  4. Use the Assign tool to give them new start and end dates.
MinistryPlatform

Last updated: October 18, 2024