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Managing Pledge Drives

Pledge drives can easily be tracked in Fellowship One. To create a successful pledge drive, do the following:

To create a new pledge drive

  1. Type the name of the pledge in the Pledge drive name field.
  2. Select the fund to which the pledge drive proceeds will be applied from the Fund drop-down list. Optionally, select the sub fund from the Sub fund drop-down list.
  3. Type Start and End dates for the pledge drive. You may also click the calendar icon and select the dates manually.
    4. Select Web enabled if your church is using InFellowship Online Giving ,which allows people to give online via your church website. The Fund to which this pledge drive corresponds must have an account reference. It is not necessary to enable the Fund; however, the account reference drop-down list must be completed.

Tip! The fund for the pledge drive does not have to have the Allow online giving designation checked IF the pledge drive does.

  1. Type the goal amount in the Goal field. This number will be used when you run reports on your pledge drive to see how close you are to reaching your pledge goal.
  2. Optionally, if this pledge drive rolls up into a different pledge drive, select a pledge drive from the Rollover pledge drive drop-down list.
  3. Click the Add pledge drive button. The pledge drive appears in the table at the bottom of the form.
    4. Decide which Auto Process you want Fellowship One to use to keep track of contributions to the pledge drive and create a support request telling us which one you'd like us to enable.

Pledge Drive Dates

The Start and End dates of the pledge drive are important for different reasons. One reason is reporting. The pledge drive totals depend upon the pledge as a whole and the date range you have entered in the report filters. If you want the report to display the pledge total as a whole, make sure your report filter dates match the start and end dates of the pledge.

The other reason is Online Giving. If you have Web enabled the pledge drive, the pledge drive will not display before the start date or after the end date.

Adding Pledges to Contributor Details

If you want to track individual pledges, you can add a pledge to the contributor details. This step allows you to track individual pledges, but it also allows you to keep track of how close a contributor is to the amount pledged.

To add a pledge

  1. Click Giving > Contributions > Contributor Details. The Contributor Details form appears.
  2. Click Find Contributor to display the advanced Search window. Type a name or partial name in the Name field and click Search. You can also find organizations by clicking the Organization link prior to performing the search.
  3. Click the Pledges option to display the pledges form.
  4. Select the Pledge drive from the drop-down list.
  5. Select the Household option or the individual who is making the pledge from the Attributed to drop-down list. If you are applying the pledge to an organization, this field does not display.
  6. Type the amount divided by the frequency according to the date range in the Amount field. For example, if the individual pledges $1000 total and expects to complete the pledge in 10 months, the amount will be $100 and the frequency will be monthly. Alternatively, type the total pledge amount in the Amount field and select As can from the Frequency drop-down.
  7. Select the Frequency the contributor intends to give toward the pledge. If you do not know select As can from the drop-down list.
  8. Type the date the pledge gifts will begin in the Start date field and type the date the pledge will be complete in the End date field.
  9. Click Save pledge.

Entering Pledge Contributions

When you receive pledge contributions, there are two things you must make sure you do when you enter the contribution into Fellowship One. Whether you are scanning checks in Fellowship One Contributions or manually entering the contribution through Giving > Contributions > Enter Contributions, you must do the following:

For example, if James and Sally Johnson pledged to give, the pledge would be attributed to the Household. When James and Sally give toward the pledge, the contribution should be entered and attributed to the Household.

Or, if Gary Brown pledged to give, the pledge would be attributed to Gary. When Gary gives toward his pledge, the contribution should be entered and attributed to Gary.

Online Giving and Pledge Drives

Online Giving presents a challenge with pledge drives. Fellowship One allows you to enter pledges to either the household or an individual in the household. Online Giving only allows individual giving. As you can probably guess, if the gift does not match the pledge, the balance will not update. Please see Adding Pledge Drives To Your Website for more information.

Pledge Reports

Following are several reports available for pledges. You can view all reports by clicking the Reports option and typing pledge in the search field.