Pledge Reporting

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! 📈

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: Donor’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 “pledge” 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. 🗓

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)
  • *Learn more about payment states.*
• addr_city, addr_state, addr_country, zipcode: Donor address details (if collected)
• affiliation: Donor’s relationship with your institution
• donation_type: Will display “installment” for pledge payments
  • Question: How should this field behave for one-time pledges paid immediately? Will it show “pledge” or “installment”?
• 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.