Pledge Tracking Best Practices

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Learn the basics of the Pledge tab which creates a schedule of pledged donations to be made in the future. Apply a pledge payment to an existing pledge as new donations are made towards it. Navigate through the available pledge reports for forecasting and aging to see lapsed and expected pledge payments. Set up email pledge payment reminders that are automatically sent from DonorSnap. Use the Responsive Forms tool to create a pledge form that allows donors to make pledges through your website. 

Last Updated On July 13, 2018