Reminders

Warning: You can access your archived reminders processes on a temporary basis only. To continue to remind your donors of revenue commitments without interruption, we recommend you set up the new process and its letters as soon as possible. For information about the new reminders process, see Reminders on page 1.

Send reminders to constituents who have an overdue or outstanding balance on a pledge. By reminding constituents to pay pledges, you improve the financial return of a pledge to your organization. In Reminders, you can create reminders that contain detailed information about a pledge and its current pledge installment.

A reminder generates for each pledge a constituent makes. For example, if Mark Adamson has a pledge for the Annual Fund and the Scholarship Fund, a reminder generates for each pledge.

Note: You can also use the Reminders process to generate reminders for recurring gifts.

To begin learning how to use Reminders, see Microsoft Word for Reminders and Reminder Tasks.