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Resource Center

Contributions 202: Pledges

Mon, Oct 21, 2019 | 1:00 a.m.–2:30 p.m. CST

Learn how to enter and update pledges in the Contributions module. You’ll also learn how to create a variety of reports, such as the Pledge Listing/Mail Merge report, the Pledge Analysis report, and the Contribution/Pledge Comparison report.

  • Defining pledges
  • Adding pledges
    • Choosing frequency
    • Copying pledges
    • Multiple pledge entry utility
  • Renewable pledges
  • Updating pledges
  • The six pledge rules to follow

 

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