Find people who did not pledge

Sometimes you may have people who give to a specific "Pledge" Fund, but they never actually communicated what they would like to officially pledge. Some churches like to be able to run reports to see people who are giving to a pledge fund but do not have a pledge actually established. Other times it may be helpful for you to search the database to find people who have not pledged at all to a specific campaign. 

Find those who are giving to Pledge Fund, but did Not Pledge:

  1. First, we will need to Add a Tag.
    • Go to Tags > Click "Add Tag" Button > Name Your Tag > Click "Add"
  2.  Find and Tag all the pledger's of a particular campaign
    • Go to More > Contributions > Pledges > Select the Campaign > Click on the link that shows the number of people pledged (just above the words "Starts on On" in the first column.  
    • Assign those people to the tag you created by Clicking the More Actions in the Action Panel > Assign to the Tag you created.
  3. Find those who are giving to the specific fund but have not pledged
    • Navigate to More > Contributions > Reports
    • Set your filters
      • Select your date range
      • Select the relevant fund
      • Click on the "More" Filter and choose People
      • Click on the People filter > Click Set Filter > Scroll Down to Tags > Click the disclosure triangle for "Does Not Contain" > Select the appropriate tag > Click Apply Filter

Now you have a report of people that have given to the pledge fund without having pledged.

Find those who did Not Pledge:

  1. First, we will need to Add a Tag.
    • Go to Tags > Click "Add Tag" Button > Name Your Tag > Click "Add"
  2.  Find and Tag all the pledger's of a particular campaign
    • Go to More > Contributions > Pledges > Select the Campaign > Click on the link that shows the number of people pledged (just above the words "Starts on On" in the first column.  
    • Assign those people to the tag you created by Clicking the More Actions in the Action Panel > Assign to the Tag you created.
  3. Search People using reverse logic
    • Search People by navigating to People 
    • Click "Show more filter options" on the left-hand side
    • Scroll Down to "Tags" >"Does Not Contain" > Select the appropriate tag 

Now you have a report of people in your database that have not set up a pledge.

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