Pledge Tracking And Fulfillment

Length: 1 Hour

Tuesday, September 14 at 10am PT

Are you planning to collect pledges at your fall event, or for a capital or building campaign? Join this coaching session so you will have a plan in place for managing your pledges, tracking their fulfillment, and making it simple for donors to give toward their pledge. In this webinar, we will:

  • Walk through steps to create a pledge and assign installment dates
  • Review the pledge summary and how to import pledges in bulk
  • Share how donors can give toward a pledge online and in My Aplos
  • Walk through how to manually enter a donation toward a pledge
  • Walk through steps to print and email pledge statements for donors