User Support Forum

Our contribution statements show a line indicating the total amount of pledges for the entire year...for example, XXXX per month through 12/31/14.
Is there any way to change that to read the total amount of the pledge through the first of the year to the end of the quarter for which the statements are being sent out? For example, a pledge of $100
First example reads $100 per month through 12/31/14 equals $1200.
We would like the statement for 3/31/14 to read $100 through 3/31/14 for a total of $300.
Can we do this, and if so, how?

grammysharyn wrote:Our contribution statements show a line indicating the total amount of pledges for the entire year...for example, XXXX per month through 12/31/14.
Is there any way to change that to read the total amount of the pledge through the first of the year to the end of the quarter for which the statements are being sent out? For example, a pledge of $100
First example reads $100 per month through 12/31/14 equals $1200.
We would like the statement for 3/31/14 to read $100 through 3/31/14 for a total of $300.
Can we do this, and if so, how?

The pledge statement will always reflect what has been paid on a pledge. So if 100 a month was paid through 04/10/2014, it will reflect $300 if the pledge was not fulfilled in April. If you have the display the pledge outstanding amount checked, it will show that $100 is still due if you have the date selection set properly.

Below the amount line is another line in smaller font and italics that will show what the contributor pledged per week, per month, etc. That line does not change, and cannot be changed.

However, I suspect that when you're running your statements, you're asking for dates from Jan thru Dec, that's the only way the entire pledge amount will show up in the Pledge Statement area. Is that correct ??

This is why we no longer include pledges on our statements. It was so confusing to our congregants that it just wasn't worth it. You'll need to uncheck those boxes when you are running the statements.

By default, the pledge summary shows a calculation of what is owed and paid on the pledge according to the date range that is selected to be included on the statements. So, if it is a $100 monthly pledge and you are generating statements at the end of the first quarter, the amount pledged will show $300.

As Neil indicated, if you run that same statement for January to December instead, that pledge amount will show the full $1200 and will treat the other $900 as outstanding.

The feedback that we have gotten over the years is some people are confused by the year to date amounts ("I pledged $1200, not $300!") and others, when looking at the full year amounts, are offended when you show they have $900 outstanding on their pledge and it's only April. Those are the two possible ways of reporting pledge status. Show only the year to date amount or show the full year amount. In either case, someone will be confused and/or unhappy about it. It's up to you which method you choose.

The third option, as Julie stated, is to not include the Pledge Summary on the statements at all.