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Pledge Billing for Reminders

Former Member
Former Member $organization

Hi there,

Does anyone know or have experience using the Pledge Billing Utility for reminders? Is that even possible without charging donors? I have been told it is but with all the research I've done -- I'm officially stumped.   

We are trying to figure out going forward how to get better about sending reminders, to donors with open pledges, quarterly, semi-quarterly, and such. We started using the Pledge Balance Detail report, which is great for past pledges, but basically we would like to make this a more efficient process with future pledges so that the reminders are sent in more of a timely manner. 

Would love to hear ideas! 

Thank you! 

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  • Former Member
    Former Member $organization
    Hi Christie,
     
    I believe it is possible with the Utility, but I think you have to run it once per Campaign.  We don’t use it because we have so many campaigns and because we want to only send one reminder to each donor when their pledges are due.  We also have many donors with several open pledges at a time at one or more than one of our 4 organizations.  We want all of those on one consolidated letter.  We modified the Pledge Receivable report to give us the fields we need and we do the rest in Excel and Word.  We are planning to work on a custom report in the next 6-12 months.
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
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  • Former Member
    Former Member $organization
    Hi Christie,
     
    I believe it is possible with the Utility, but I think you have to run it once per Campaign.  We don’t use it because we have so many campaigns and because we want to only send one reminder to each donor when their pledges are due.  We also have many donors with several open pledges at a time at one or more than one of our 4 organizations.  We want all of those on one consolidated letter.  We modified the Pledge Receivable report to give us the fields we need and we do the rest in Excel and Word.  We are planning to work on a custom report in the next 6-12 months.
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
Children
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