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Contacting the givers who made a pledge

You can view the list of current pledges and the members, or congregants, who made them. A pledge is the giver's commitment to contribute a certain sum of money to a cause, i.e. the church's fund. If a person who made the pledge indicated that they would like to be contacted about that pledge, you can do that, and add the corresponding notes in Generous. 

  1. Click Fund Raising > Pledges.
  2. Click Filter Search, select the start and end dates, and click Search.

The Progress column lists the money given so far; "Yes" in the Contact column indicates whether a person has already been contacted, for example: 

To add notes about any contact with a giver, click the Details hyperlink. 

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