The Pledge Payment report was designed to allow organizations to view a list of Pledge payments due in an upcoming month and be able to send out paper statements/payment reminders to those recurring givers who pay via check. The report includes options for viewing either all Projects or specifying a group of Projects by Type or specifying a Segment to view all associated Pledges.
To report on all Projects, just leave the Project field blank when running the report. Similarly, you can select a specific frequency to see only Pledges with that frequency or see Pledges with all frequencies by not making a selection.
Since this report can be run for any time period, it can also be used to view Pledge fulfillment totals for any specified time period. Use this data to monitor Pledge fulfillment and see if your givers are keeping up with their commitments.
You’ll be able to see the following:
- Contact ID
- Contact Name (linked to Contact)
- Pledge Amount
- Pledge Frequency
- Next Amount Due
- Next Amount Due Date
- Last Payment Amount
- Last Payment Date
- Amount Paid to Date towards Pledge
- Balance
- Pledge Status
- Segment
- Project