CMS Contributions - Pledge Types

Tracking Pledges in your CMS Contribution System can be a useful way of estimating income for a particular project, building campaign, or even weekly contributions to your general fund!

When entering the pledge information in CMS, you will need to understand the various Pledge Types and how they function.

It is best to enter the Pledge as the contributor indicates on his/her pledge card.  So if the contributor indicates he will contribute weekly, enter his Pledge Type as a Weekly Pledge. 

The following Pledge Types are for persons who respond with a financial pledge. The Pledge Amount, Beginning and Ending date, and a Response Date should be entered for these pledges. They can be entered using the Process | Quick Pledge Entry, or by entering it on each persons pledge display.

The data entry shortcut letter is listed in parenthesis for each pledge type to help speed data entry.

Weekly (W): Due the last day of the week, the Weekly Pledge counts the total number of Sundays within the range of the Beginning and Ending Dates of the Pledge.  

NOTE: Some years will have 53 Sundays (2006, 2012, 2017, 2023, etc.) and the CMS system will account for those 53 Weeks when calculating the Pledge.

Monthly (M): Due the last day of the month, the Monthly pledge counts the total number of full months within the range of the Beginning and Ending Dates of the pledge.  Partial months are not included. When entering the Beginning/Ending dates, use the first day of the month/last day of the month, rather than begin or end mid-month.

Quarterly (Q): Due the last day of the quarter, the Quarterly pledge counts the total number of full quarters within the range of the Beginning and Ending Dates of the pledge.  Partial quarters are not included. 

Yearly (Y): Due the last day of the year, the Yearly pledge counts the total number of full years within the range of the Beginning and Ending Dates of the pledge.  Partial years are not included.

Annual (A): The balance due is calculated proportionally based on the number of months completed. For example, if the Beginning date is 1/1, the Balance Date is 5/1, and the annual pledge amount is $1200, then the DTD (Drive To Date) Pledge amount is $400 and the balance due would be calculated accordingly.

SemiMonthly (S): Due at the middle and end of month. Partial months are not included. When entering the Beginning/Ending dates, use the first day of the month/last day of the month, rather than begin or end mid-month.

SemiYearly (I): Due at the middle and end of the year. Partial years are not included. When entering the Beginning/Ending dates, be sure to span one full year.

Fixed (F): The entire amount is due the first day of the pledge Beginning Date. If your contributor offers a pledge, but does not indicate when or how often they will contribute, you can use the Fixed pledge type.  As the total pledge is due the first day of the pledge, as the contributions come in, it is subtracted from the total of the pledge.

Estimated (E): The Estimated Pledge can be used for those contributors who are apposed to pledging, but are faithful givers.  You can estimate their pledge for budgeting purposes, but this pledge will not print on their Contributor Statement.  The Estimated Pledge functions in the same way as the Annual Pledge type. 

The following Pledge Types are for persons who will not pledge. A Response Date should be entered for these pledges. They can be entered using the Process | Quick Pledge Entry, or by entering it on each persons pledge display. 

The data entry shortcut letter is listed in parenthesis for each pledge
type to help speed data entry.

None (N): The Contributor returns a Pledge Card indicating they will not pledge, but does not indicate why they will not pledge.

Unable (U):  The Contributor returns a Pledge Card indicating they are unable to pledge.

Unwilling (L):  The Contributor returns a Pledge Card indicating they are unwilling to pledge.

Can't Contact (C): You are unable to contact the Contributor in regards to their pledge.

Don't Contact (D): The Contributor requests that you do not contact them in regards to their pledge.

Custom 1 (1): The Custom Pledge Types are to indicate a reason why the contributor chose not to pledge to this fund that is not covered by the other pledge types.  Custom 1 and Custom 2 cannot be renamed.

Custom 2 (2): The Custom Pledge Types are to indicate a reason why the contributor chose not to pledge to this fund that is not covered by the other pledge types.  Custom 1 and Custom 2 cannot be renamed.

Blank: No pledge entered, no pledge card returned.

The Potential and Not Potential pledge types are used at the start of a fundraising campaign to define the household/persons who will and will not be contacted. The menu item Process | Setup Pledge Drive will enter the Potential or Not Potential pledge type for at least one person in each household. 

The following reports can be Selected by Pledge Type: Labels, Pledge Cards, Pledge Summary-Single Fund, Multi-Year Fund Summary, Next Year's Pledge Summary and the Merge File.

The Setup Pledge Drive process allows you to select persons based on their Membership and Participation Status. The pledge type can be assigned for the Current Year or for Next Year.

The System will begin by removing all Potential and Not Potential pledge types and then assign pledge types based on the following criteria:

  1. The Pledge Type will not be changed for any person who already has a Pledge Type.
  2. The Pledge Type Potential will be assigned to the person:
    a. designated as Head or Spouse if that person has a pledge
    or an envelope number or has contributions and meets the 
    selected Membership and Participation statuses.

    b. designated as Head if neither the Head or Spouse have a 
    pledge or envelope number or contributions and if that person
    meets the selected Membership and Participation statuses.

    c. designated as Spouse if neither the Head or Spouse have a
    pledge or envelope number or contributions and if the Head doesn't
    meet but the spouse does meet the selected Membership and
    Participation statuses.
  3. The Pledge Type Not Potential will be assigned to the person designated as the Head in all Households that do not have a person with the Potential Pledge Type assigned.

Potential (P):  Households/Persons to be contacted for pledge.  Have not returned a pledge card as of yet.

Not Potential (T): Households/Persons NOT to be contacted for pledge.

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