Contributions Pledging

🗓️ Time / Location

Tuesday, Sep 23 | 9:45 - 11:00

Barn

👤 Trainer

Roslyn Brittain

📄 Class Topics

Pledge Preferences

• Terms

Giving Funds

• Importance of separate Giving Fund for each Pledge Year

Pledges

• Establishing Pledge Funds/Pledge Setup

• Entering Pledges

  • Actual vs. Projected

  • Initial Amount

  • Frequency

• Pledge Changes/Cancellations

Pledge Reports

• Pledge Listing

• Pledge Letter Notice

• Pledge Comparison

  • Actual vs. Pledge

  • Pledge by Month

📁Related Resources

For other resources and related articles over Pledges, check out the Contribution section in the CDM+ Help Center.