Pledges
What donors have promised — so much, so often — how much of it has come, and who is behind.
Record a pledge
- Press New pledge.
- Choose the Donor.
- Type the amount of Each gift.
- Choose How often: Once, Each month, Each quarter or Each year.
- Give the day of the first gift under From, or, for a gift promised once, the day it is promised for under By.
- Type How many times, or leave it empty for until they stop.
- Choose what it is For, and press Record the pledge.
Then: It is listed with how it stands. It is not in the book: each gift towards it is, the day it comes.
Count a gift towards a pledge
- Press Record a gift on Gifts, and choose the donor.
- Choose the pledge under Towards a pledge: where only one is running, it is chosen for you.
- Press Record gift.
Then: The pledge counts the gift. A gift reversed later stops counting.
See who is behind
- Press the Behind tile.
- Read how each stands: behind by how much, on track, done or stopped, and when the next gift is due.
- Press a donor's name to open their card and plan a call.
Then: Those behind come first. Whoever keeps the book also sees the pledges behind on the Overview.
A donor to the Riverside Center's building fund pledged $50 a month for a year from January. In October ten gifts have fallen due and nine have come, so the pledge reads Behind by $50.00, and the donor's caretaker knows why to call.
Stop a pledge
- Press Stop on its line.
- Say why.
- Press Stop it.
Then: It falls behind no further, and the gifts towards it stay as they were.
You see the pledges of every unit where you hold See the books, those behind first. New pledge and Stop are for whoever holds Record money at the unit. Where a unit keeps its people's names from the units above it, its pledges show as from A donor.