WATCH: Pledge Tracking and Fulfillment

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Pledge Tracking and Fulfillment

Length: 24 Min

RECORDED WEBINAR: September 14, 2021

Are you planning to collect pledges at an 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:

  • 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

Want to join the next live session? Check out our upcoming dates for Church Coaching Sessions or Nonprofit Coaching Sessions.