Pledge
| • | For defining the amount and frequency of a contact’s gifts. |
| • | TntMPD uses this data to generate automatic alerts to you when a contact’s giving is outside the parameters you have assigned to them. |
for more information Automatic Action for New Gifts
| • | The check box allows you to confirm that the contact is actually giving the pledge. |
| • | When a contact pledges to give a certain amount / frequency, enter that amount but do not check the box. |
| • | If you have a current contact who has pledged to increase, change the pledge amount and uncheck the box. |
| • | TntMPD will automatically check the box for you when the next gift comes in (whether keyed manually or downloaded via the web). TntMPD will also auto-schedule a Thank for their “FIRST” gift. |
Frequencies you can assign to contacts:
| • | monthly gives pledge amount every month |
| • | bi-monthly gives pledge amount every other month |
| • | quarterly gives pledge amount every three months |
| • | quad-monthly gives pledge amount every four months |
| • | semi-annual gives pledge amount every six months |
| • | annual gives pledge amount every 12 months |
| • | biannual gives pledge amount every 24 months |
Running lookups and exporting on the Pledge field
When doing Lookups on the pledge field, TntMPD will provide a drop-down box with the frequencies in text form, as shown in this example:
However, when exporting the field, it will show up in a numerical format:
The number represents the number of months between gifts.
0
|
<none>
|
1
|
monthly
|
2
|
bi-monthly
|
3
|
quarterly
|
4
|
quad-monthly
|
6
|
semi-annual
|
12
|
annual
|
24
|
biennual
|
If you import data (for example, if you import your contacts and choose to import their pledge information also), you will need to use the numerical equivalent.
See Also
Gifts Tab (How TntMPD automatically checks the Pledge box in response to a first gift)
Automatic Action for New Gifts