Send a Customized Pledge Statement to Donors
This article provides steps to send customized pledge statements to donors.
A Giving Administrator can send a customized pledge statement to a donor to remind them of the pledge. The customized pledge statement can be set up and edited when the Giving Administrator sets up a new fund.
The Giving Administrator can also send a customized thank you message.
Here are the steps to send a customized pledge statements:
1 From Giving go to Funds.
2. Click on the Fund to see the Fund Details.
3. Click on Pledges.
The Statement Sent and Statement Not Sent filters should be selected.
4. From the Pledges screen click on the ellipses (3 vertical dots) to see the drop down menu.
5. Select Send Statement Email from the drop down menu.
6. Select Yes to confirm you want to continue. (The system displays how many recipients there are and how may are not eligible to be added to message and why.)
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.