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    Pledge Management Menus
    • 19 Sep 2023
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    Pledge Management Menus

    • Updated on 19 Sep 2023
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    Pledge Management Menus

    The Pledge Management module has several Pledge-specific menu options on the Reports menu and has two options on the File Maintenance menu.

    NOTE: Refer to FIMS Menus in the Introduction for more information about general FIMS menus.

    NOTE: This section provides a brief description of each available report/export available for Pledges. Refer to the Pledge Reports chapter of the FIMS Reports Guide for more information and examples of these reports, as well as others you can run in FIMS.

    Menu Option

    Function

    Pledge Payments Due

    Runs a detailed receivables report on all Pledges due on or before the selected due date.

    Pledge Payments Due – Export

    Runs an export for Pledges due within a given date range. You can also choose to run the export based on one Fund or a range of Funds.

    This report is generally used to create reminder letters for Donors with upcoming Pledges due.

    Acknowledge Matching Pledges

    Runs a report from unposted Pledges that lists any payments made that qualified for a match and the matching Pledges that were created as a result of the payment.

    Pledge History with Payment Information

    Runs a report that displays a list of historic (posted) Pledges with the associated Donor ID, Date, Pledge Amount, Amount Paid, and Amount Outstanding.

    This report also includes a report line for every Pledge installment, regardless of whether it has been paid.

    Aged Trial Balance by Fund

    Runs a report that displays Pledge receivables in the first, second, and third month after the selected aging date, grouped by Fund.

     

    Aged Trial Balance by Donor

    Runs a report that displays Pledge receivables in the first, second, and third month after the selected aging date, grouped by Donor.

    Aged Trial Balance w/ As Of Date

    Runs a report lists Pledge receivables for up to six periods of time, based on the As of Date you select when you run the report.

    Unposted Pledge Listing

    Runs a report that displays information on all unposted Pledges and Pledge adjustments/write-offs that are waiting to be posted.

    Pledge Cash Flow Report

    Runs a report that displays any Pledge amounts that are past due for a given date range, and the forecasted cash payments for five adjustable time periods (for cash planning purposes).

     Pledge File Maintenance Menu

    NOTE: The Pledge Management module uses the same code tables as the Donor and Gift Management module. Refer to Donor and Gift File Maintenance for more information on maintaining these files.

    Menu Option

    Function

    Donor, Gift and Pledge Code Maintenance

    Opens a sub-menu where you can select from a list of code tables that you want to update.

    Refer to Donor and Gift File Maintenance for more information.

     

    Short Cuts

    Opens a sub-menu that allows you to create a new profile, Donor, or Pledge. These options perform the same functions as clicking the New Profile, New Donor, or New Pledge buttons on the toolbar.

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