Pledge Acknowledgements, Reminders, and Mail Merge Pledge Templates
How to create pledge thank you letters and reminders
How can I send pledge payment reminders?Pledge payment reminders are only necessary for constituents who are paying by check for their pledges. Pledges assigned to a credit card for their Payment Method happen automatically and do not require a reminder. Constituents with an auto pay pledge will receive an acknowledge…3 min readHow do I create Mail Merge Pledge Template letters?Acknowledgement letters for thanking constituents for their new pledge are created in the Fundraising Module on the Mail Merge Pledge Templates page. You will need to create a different letter for each type of pledge you would like to acknowledge or for pledge reminders. The sof…6 min readHow do I send new pledge acknowledgement letters?Unlike direct contributions where the money has already been received, pledges are commitments to pay in the future. Generating letters to acknowledge a brand new pledge is done from the Pledges - Summary grid. 1. If you are on the Pledges - Details grid, click on Switch to Summ…3 min readSample Mail Merge Pledge TemplatesMail Merge Pledge Templates are used to acknowledge new pledges and for generating pledge payment reminder letters. Attached are examples you can copy and paste into a mail merge template and customize for your organization. Use CTRL "c" to copy the text and CTRL "v" to copy the…1 min read