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Pledge Reporting

Updated

Reporting for Pledges

Pledges let donors commit today and pay later, offering flexibility while supporting long-term fundraising goals. Accurate reporting ensures you can effectively steward donors and fulfill these commitments. Here are best practices for pledge reporting! šŸ“ˆ

Start by reviewing this article for general guidance on creating custom reports.

When you're ready to build your report, consider these two recommended report types:

1. Pledge Commitment Custom Report

This report provides a comprehensive view of your pledges, including total commitments, amounts paid, remaining balances, installment details, and payment status.

Pro Tip: To pull a Commitments-only report, go to your administrator dashboard > Reporting > Pledges > Pledge Commitments report.

Key columns to include:

  • constituent_identifier: Unique donor identifier from your database
  • first_name and last_name: Donor names as entered on the pre-payment page
    • Note: Avoid using payer_name, as some pledges may not have payment information, leaving this field blank.
  • payer_email: Email provided with payment information
  • addr_city, addr_state, addr_country, zipcode: Donor address details (if collected)
  • affiliation: Donorā€™s self-identified relationship with your institution
  • donation_amount: Total pledged amount
  • subscription_type: Identifies the type of recurring gift: pledge or recurring subscription
  • pledge_payment_provided: Indicates whether payment information has been provided for the pledge
  • subscription_state: Status of the pledge, including:
    • Scheduled: Pledge has been made with payment info, but no installment charged yet
    • No Payment: Pledge made without payment info
    • Active: Payments have started
    • Cancelled: Pledge and future payments canceled
    • Failed: Payment attempt failed
    • Finished: Pledge paid in full
  • subscription_installment_amount: Amount of each installment
  • donation_type: Will display ā€œpledgeā€ for all pledge gifts
  • designation: Fund designation for the pledge
  • recur_period: Payment frequency (monthly, yearly, or one-time)
  • recur_length: Length of the pledge
  • subscription_create_at: Date the pledge was created
  • subscription_start_date: Date of the first payment
  • subscription_end_date: Scheduled final payment date
  • max_installments: Total number of installments
  • subscription_installments_paid: Number of installments paid so far
  • subscription_installments_remaining: Number of installments left to pay
  • subscription_amount_paid: Total amount paid to date
  • subscription_amount_remaining: Remaining balance

2. Pledge Payment Custom Report

Use this report to track installment payments received during a specific time period. For example, review payments processed last month and their total value. šŸ—“

Pro Tip: To pull Installments-only reports, visit your administrator dashboard > Reporting > Pledges > Pledge Payment Report.

Key columns to include:

  • constituent_identifier: Unique donor identifier
  • paid_name: Name provided with the payment
  • payer_email: Email provided with payment
  • state: Payment status (e.g., paid, authorized, confirmed)
  • addr_city, addr_state, addr_country, zipcode: Donor address details (if collected)
  • affiliation: Donorā€™s relationship with your institution
  • donation_type: Will display ā€œinstallmentā€ for pledge payments
    • Question: How should this field behave for one-time pledges paid immediately? Will it show ā€œpledgeā€ or ā€œinstallmentā€?
  • donation_amount: Payment amount
  • designation: Fund designation for the payment
  • date_of_capture: Date the payment was processed
  • installment_subscription_state: Status of the associated pledge
    • Scheduled: Pledge has been made with payment info, but no installment charged yet
    • No Payment: Pledge made without payment info
    • Active: Payments have started
    • Cancelled: Pledge and future payments canceled
    • Failed: Payment attempt failed
    • Finished: Pledge paid in full
  • recur_period: Payment frequency (monthly, yearly, or one-time)
  • installment_number: Which installment this payment represents
  • installment_subscription_start_date: Date of the first payment
  • installment_subscription_end_date: Scheduled final payment date

Need help setting up your reports? Contact support@givecampus.com to schedule a call with our team!

FAQs:

  • What does it mean if a gift on my Pledge Payment report has no subscription information? This means that the donor made a one-time pledge and paid immediately, effectively making an immediate, one-time gift. So, there is no future subscription information attached to this pledge payment.

 

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