Pledges - Giving Letter Template

Add the @PLEDGES placeholder to your Giving Letter Template to show pledge information on your giving statements. You decide where in the template body the pledge details appear.

 

Add Pledges to Your Giving Letter Template

  1. At the top-right corner of the screen, click the gear icon, then click Settings.
  2. In the list of options, click Giving Letter Template.
  3. Choose the template you want to work in:
    • Use an existing template and add the placeholder.
    • Copy the text body, click Add a template, and paste the text into the new template.
  4. Add the @PLEDGES placeholder to the Template Body where you want pledge information to appear.

     

     

  5. Click Save.

 

Recent Change

When you add the @PLEDGE placeholder to your Giving Letter Template, an additional line now appears under the pledge information that says "Giving not on a pledge". This shows the total amount the donor gave that wasn't counted toward their pledge. This could reflect donations made to a non-pledge category or donations made to a pledge category that weren't counted toward the pledge campaign.

people-report-statement-pledge-giving_not_on_a_pledge.png

Updated

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