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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.

Phase 1: Copy the Pledge Campaign and Pledges

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

  1. Open a Pledge Campaign record on the Pledge Campaigns page.
  2. Click Copy.
  3. Select the Pledges check box to ensure all Pledge records are copied as well.
  4. 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. Go to Stewardship > 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. Launch the Delete tool 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. Go to Stewardship > 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.
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Last updated: May 7, 2024