Pledge Schedule

When a donor commits to give in the future, you can view how many installments they committed to pay (and how often) on the record of the pledged gift under Pledge schedule. To view the complete list of previous and upcoming payments — such as when you prepare for an interaction — select View full schedule. For each installment, you can view pledge details such as how much (and when) the donor committed to pay and how much is outstanding.

Tip: To help cultivate relationships with donors and acquire gifts, send friendly reminders of upcoming installments 30 days before their due dates. For more information, see Pledge Reminder Best Practices.

Tip: In the database view, you can manage pledge details from the Gifts tab of the pledged gift record. To save information about how much (and when) the donor will pay each installment, select Schedule.