Pledge Program Maintenance
Overview of FR005SET
Pledge programs are similar to appeals in that they are attempts to raise funds from a targeted group of potential donors. Whereas appeals attempt to bring in funds through single donations, however, pledge programs want donors to pledge a defined amount over a specified period of time.
An organization might set a goal of finding 100 donors who have pledged $100/ month over 12 months, for example. So a representative of the organization would set up a pledge program with these criteria. If a donor wanted to pledge something slightly different or wanted to make a one-time gift instead, the organization might have to establish a different pledge program or enter the gift in a different way.
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double click Pledge Program Maintenance. You will see this screen:
To add a new pledge program, click the New button on the toolbar. The fields will activate for data entry:
There are two tabs on this screen: Properties and Forms and Statements.
Properties tab
The following fields are available on the Properties tab:
| Field | Description |
|---|---|
| Program ID | Alphanumeric code representing the pledge program. Limited to eight uppercase characters |
| Description | Alphanumeric description of the pledge program |
| Promo type | If you wish to associate a promo type to this pledge program, you can do so here. Enter the promo type code or click the list icon to select from a list of active promo type codes in the system |
| Country/Designation 1 | If you wish to associate a country (designation 1) to this pledge program, you can do so here. Enter the country code or click the list icon to select from a list of active country/designation 1 codes in the system |
| Program/Designation 2 | If you wish to associate a program (designation 2) to this pledge program, you can do so here. Enter the program code or click the list icon to select from a list of active program/designation 2 codes in the system |
| Start date | Enter the start date of the pledge program. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Inactive | If this box is selected, the pledge program will be marked inactive and no pledges can be recorded against it |
| Number of payments | Enter the number of payments expected for the pledge program. Leave at 1 for one time payments |
| Payment frequency | Click the drop down arrow to select the frequency of the payments for the program |
| Renewal | Click the drop down arrow to select the renewal status for this program |
| Pledges become past due days after scheduled payment | If you select this box, the system activates the field for you to enter the days after which a scheduled payment becomes past due |
When you have finished entering the information, click the Forms and Statements tab.
Forms and Statements tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Statement frequency | Click the drop down arrow to select the frequency in which program donors should receive statements |
| Send statement after fulfillment | If selected, the system will generate a fulfillment statement for the donor when the pledge is fulfilled, regardless of the selected frequency in the Statement Frequency field |
| Welcome letter | Enter the form code or click the list icon to select from a list of active forms in the system |
| Fulfillment letter | Enter the form code or click the list icon to select from a list of active forms in the system |
| Statement | Enter the form code or click the list icon to select from a list of active forms in the system |
| Renewal letter | Enter the form code or click the list icon to select from a list of active forms in the system |
| Past due reminder | Enter the form code or click the list icon to select from a list of active forms in the system |
| Print reminder days after pledge is past due | If you wish to generate a reminder, you can set the number of days after which the pledge was due to generate the reminder letter |
When you have finished entering the information, click Save to retain the changes.
