Pledge reminders

You may want to remind constituents about their pledges. Update the As of Date and the scheduled payment date each time you use the query. This query excludes those who have made a prepayment to their scheduled pledge but still select those who owe you a payment sometime during that month(s).

  1. Create a query. In the Name field, enter "Pledge Reminders."

  2. Under Starting Query, select Base - All Constituents.

  3. Under Results, select Journal Entries in the Data Return Type menu.

  4. On the Browse Fields tab, select Dates in the available fields menu.

  5. Select Scheduled Payment Date. Enter the date range for which you want to print reminders.

  6. On the Browse Fields tab, select Amounts in the available fields menu.

  7. Select Individual Transaction Pledge Arrears.

    8. In the Individual Transaction Pledge Arrears field, select Greater than or equal to and enter "1." Do not enter a dollar sign.

    Enter a date for As of. Use the end of the month you wish to send the reminders.

  8. Click Save and.

Use the query to create a pledge reminder export. For details, refer to Pledge Report.