Managing pledges

Discipling people in the area of stewardship and their personal finances is often a challenge in churches. To help you we've included "pledge" functionality to your Giving module, allowing people to make non-binding stewardship commitments to the work and ministry of the church they attend. Pledges are extremely helpful to churches in planning and projecting income in order to steward resources wisely and to produce budgets.

In this article

Adding a pledge to a giver
Pledge reporting in ChurchSuite
Managing pledges in My ChurchSuite

Every church will have its own processes for administering how pledges are solicited. Once pledges are received they can be recorded in ChurchSuite (or added by church members through My ChurchSuite).

Adding a pledge to a giver in ChurchSuite

Go to "Giving" > "Givers" and select a giver profile by clicking on their name. There re 3 menu options - select the "Pledges" menu.

Here you can make record of pledges received. Simply click "Add pledge" and fill in the details.

Save your changes.

Pledge reporting in ChurchSuite

ChurchSuite provides a number of giving-related reports in "Giving" > "Reports", including reports on pledges. Scroll down to the bottom of the list of report to the Pledges section.

The Pledges Active report ideal to reporting progress on your church member pledges. By filtering on Fund and % Donated, you can easily generate reports of pledge progress - perhaps to identify pledges that have yet to be started; and then follow up with communication or adding those people to a Tag for further action. Or perhaps you want to filter those givers who have completed 100% of their pledge so that you can send them a 'thank you' note. Helpfully the report can be ordered by Giver, Date, Amount Recurring or Amount One-Off. Click "Generate" each time you change the filter parameters.

Managing pledges in My ChurchSuite

Your church members can see a visual record of their active (and expired) pledges and the progress they are making; helping them to stay on track. Pledge management is part of the My Giving functionality within My ChurchSuite. To enable this functionality it must first be enabled in the Giving module option > My ChurchSuite settings. Scroll down to the Pledge Management section and tick to enable Pledge Management. An optional custom message can also be added to provide explanation to your church members.

Any time you're planning a financial giving campaign, it's really easy get your church members who respond to add a new pledge in My ChurchSuite. They can even specify which fund(s). Pledges are colour-coordinated according to the fund colour you specify in ChurchSuite in "Giving" > "Funds".

Church members can set up a new pledge by clicking "Add pledge".

Remember to set your Fund as "publicly visible" in order for your church members to be able to pledge to it (and give online too) - "Giving" module > "Funds" > "Edit Fund".

Note

Whilst pledges can be added or viewed in My ChurchSuite, your church members are unable to edit active or expired pledges here. To do this, these changes would need to be communicated to someone on your church's finance team who can update pledges in the Giver profile within the ChurchSuite Giving module. This prevents churches experiencing unexpected changes in projected income that could otherwise go unreported if members were able to alter their pledges without notification.

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