Pledge Acknowledgement Letter

Pledge billing comes in a couple flavors but here is how we do it at the Met and I’ve attached some format examples

1)      Telephone Pledge Confirmation --  we as the name obviously implies use this for telemarketing pledges.  The address at the top of the letter is positioned to appear in window envelope.  As we have 3 different variations on the theme based the program that uses it

a.       Acknowledgment run at  the end of each day – we do as acknowledgement because we do NOT want it counted in the minimum/maximum bill count

b.      Bill run nightly from the bill program so it is counted in min/max number of bills sent

c.       Special bill run as report  -- we has one campaign for which we do not allow receivables so a pledge cannot be added into the system  -- so instead we use data from the custom telemarketing tab to generate each night this bill format –there is no record in the system of it being sent

2)      This format is used for several programs for monthly billings – The donors would have gotten the above format first and then subsequent bills are sent in this format.  Address positioned for window envelope

Formats 1 & 2 are primarily used for billing in the low end gifts.  

3)      For a higher end membership program format 3 is typically used.  The top portion is perforated and returned with check or other payment instructions and address positioned for window envelope.    The member would have already gotten an acknowledgement of their contributions before billing commences based on payment schedule set up with member.  

That’s the basic jest of what we do

I am looking for some information on what organizations are doing when they receive a pledge booking - specificially when it comes to billing for that pledge. Are you sending a payment form with the initial acknowledgement? Just an acknowledgement letter? If anyone has any samples of what they send upon receipt of a pledge booking, prior to payment, I would love it if you would be wiling to share. Thanks!

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Pledge billing comes in a couple flavors but here is how we do it at the Met and I’ve attached some format examples

1)      Telephone Pledge Confirmation --  we as the name obviously implies use this for telemarketing pledges.  The address at the top of the letter is positioned to appear in window envelope.  As we have 3 different variations on the theme based the program that uses it

a.       Acknowledgment run at  the end of each day – we do as acknowledgement because we do NOT want it counted in the minimum/maximum bill count

b.      Bill run nightly from the bill program so it is counted in min/max number of bills sent

c.       Special bill run as report  -- we has one campaign for which we do not allow receivables so a pledge cannot be added into the system  -- so instead we use data from the custom telemarketing tab to generate each night this bill format –there is no record in the system of it being sent

2)      This format is used for several programs for monthly billings – The donors would have gotten the above format first and then subsequent bills are sent in this format.  Address positioned for window envelope

Formats 1 & 2 are primarily used for billing in the low end gifts.  

3)      For a higher end membership program format 3 is typically used.  The top portion is perforated and returned with check or other payment instructions and address positioned for window envelope.    The member would have already gotten an acknowledgement of their contributions before billing commences based on payment schedule set up with member.  

That’s the basic jest of what we do

I am looking for some information on what organizations are doing when they receive a pledge booking - specificially when it comes to billing for that pledge. Are you sending a payment form with the initial acknowledgement? Just an acknowledgement letter? If anyone has any samples of what they send upon receipt of a pledge booking, prior to payment, I would love it if you would be wiling to share. Thanks!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!