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Pledge Fulfillment Report


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Pledge Fulfillment Report

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Pledge Fulfillment Report

While TntConnect can create auto tasks for donors who DO give (either resuming their pledge or giving an amount different from their pledge), it will not flag you when a donor is behind on their pledge. You have to run the report yourself.

For contacts that are not more than 30 days late, TNT also gives the sync date that created that statement. (This helps contacts not appear delinquent just because you have not downloaded gifts in some time.)

Tools | Pledge Fulfillment Report

When each Financial Partner gives a gift, TntConnect decides how that gift relates to their pledge, and updates their status to reflect that gift, and when their next gift is due. You can view this date on the View Details box.


Menu Path: Contact | View Details

In this example, this donor's status is good until December 25, 2006. Many donors do not give automatically via their bank account, so it is likely their gifts will fluctuate. TntConnect regards this donor as GOOD up until 30 days after their due date has passed.

No Gifts Recorded

Contacts who have a pledge recorded but have yet to give their first gift.

Not more than 30 days late

Any contact whose next gift date is within the past 30 days. Note that this date could be as far as two years in the future for bi-annual partners.

Between 30 and 60 days late

More than 60 days late

Alerts you to donors for whom you should take action. You can look them up as a group (that is, make them the Current Group), then schedule a task to call or write to them.

Tip: Calling Late Donors

Many missionaries are reluctant to contact a donor who is behind on their giving. They are afraid of appearing pushy or aggressive. Many just hope the donor will resume giving with no contact at all. The reality is that many donors who are behind on their giving may be unaware that they are behind, and a quick, friendly phone call can help them remember. And if there is a reason why they cannot give, your phone call can give them an opportunity to share that reason, rather than leaving you wondering.

When calling a donor who is behind on their pledge, make sure that your focus is on them. In the conversation, they may initiate with you regarding their giving, but if they do not, you should do so only after finding out how they are doing. Then mention how you were reviewing your giving reports and noticed that their normal gift had not arrived. Mention that perhaps there was an error recording the gift. Then let them respond. If they need assistance, for example, if they need an envelope or giving slip, then promise to get it to them right away.

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