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Pledge Statements
Pledge Statements are a way to update your donors on their pledge status. They are emailed statements that can be sent to either all donors with open pledges or only those that are Lapsed. The statement consists of a top portion with the donor's name and address fields, the salutation, and a letter body. The bottom portion contains the pledge related information.
To run the statements, click on the Communication tab at the top of the page and scroll down to the Pledge Statements section.
Criteria
Select the filter criteria for the output. Check the Lapsed box to send statements to only those who are behind in their pledge payments. Check the Current box to send statements to everyone with an open pledge.
You can modify the layout of the statement template. The page will give you the ability to send a test email to view your changes prior to sending statements to your donors. You can also restore back to the default template if needed.
Click to send the pledge statement emails. You will see a pop up window asking you to confirm the process. When you confirm, eDenari will immediately begin sending the emails.
