Managing Pledges

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9 comments

  • Avatar
    Patty Von Schoppe

    How can I print a pledge statement that has not yet given? 

    Thanks,

    Patty

  • Avatar
    Sheley

    Hey Patty,

    When you go to More > Contributions > Reports you can search by pledge.  Click on the pledge you're interested in and then select the button directly below that says "include non givers".  Now anyone who has pledged, but has not yet given will be included in the report and will have a statement printed/emailed for them as well. 

  • Avatar
    crossingtothefuture

    Our church just acquired this program and we are starting to figure out the best way to add pledges from a campaign that began fall 2017.  I tried to enter the donors individual total pledge amount for $5,000 and I received an error message stating "Please enter valid amount." Am I miss understanding what "pledge" means in this system?

    We are looking for something that would take all individual pledges and keep a running contribution schedule for them as well as an overall campaign pledge total.

    Please advise.

    Thanks,

    Sheila

  • Avatar
    Emily W.

    Hey @crossingtothefuture!

    You are setting up the pledge correctly. Good news! Simply remove the $ and the comma and enter as 5000. This will remove that warning prompt since the system is looking for the actual numbers for amount and not the extra characters ($ , )

    Hope this is helpful! 

  • Avatar
    crossingtothefuture

    Thank you. Yes, removing all characters has removed the warning. 

    I'm still having a challenge with the way the system calculates a pledge based on the "amount" field. It appears the field is set as a payment vs. the total pledge amount. Shouldn't it be the total pledge then the schedule break down what the payments should be over a period of time or number of gifts?  We have a three year campaign and often times ask for an initial payment before the schedule begins so we don't know the exact payments.

  • Avatar
    Emily W.

    Hey @crossingtothefuture

    If you are attempting to capture the total pledge amount, I would recommend adjusting the frequency to total amount instead of the different payment schedules listed. 

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    uumankato

    When adding contributions, I do not always know if someone had pledged or not. I have a "Pledges" fund that I use to designate whether a person is paying on their pledge or paying for something else.  Without getting out of the add contributions mode and going to the pledges page and looking for a particular person, is there a way that I can tell if a person has pledged?  Currently we have a "Contributions" fund to track anonymous and non-pledged giving.

  • Avatar
    Emily W.

    Hi uumankato!

    Great question! This is something I get asked a lot and at this time, there is not a breezy way to see from the "Add Contributions" page if someone has pledged. While this may not be ideal, we always appreciate feedback and are always on the hunt for ideas that can help churches even more than Breeze already does. For more information about submitting a feature request, please check out www.breezechms.com/features.

    Blessings!

  • Avatar
    Jack Campbell

    uumankato - 

    You mentioned "Without getting out of the add contributions mode and going to the pledges page and looking for a particular person, is there a way that I can tell if a person has pledged?  

    One trick I've found very helpful is to open Breeze in a second browser tab. If you're working in Contributions in one tab, you can use the other tab to look up someone's pledge without having to leave and reenter Contributions. Using two open tabs is useful for a lot of similar situations.

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