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Pledges

Pledge Campaigns

Steward
Access:Super AdminLead PastorFinance AdminFinance User

Getting Here

Navigation: Steward → Pledges

Overview

The Pledges page manages fundraising campaigns where donors commit to giving a specific amount over a set period. Each campaign card shows progress toward the goal, pace indicators, projections, and pledge statistics. You can create new campaigns, link them to giving pages, and track fulfillment in real time.

Fields & Controls

Campaign Card

FieldTypeDescription
Campaign NameTextName of the pledge campaign (e.g., "Building Fund 2026").
Goal AmountCurrency (CAD)Target fundraising goal.
Raised AmountCurrency (CAD)Total fulfilled pledges to date.
Pledged AmountCurrency (CAD)Total amount pledged by all donors (may exceed raised).
Progress BarVisualHorizontal bar showing raised as a percentage of the goal.
StatusBadgeOn Track (green), Behind (amber), Completed (blue), or Lapsed (gray). Calculated based on elapsed time vs raised percentage.
Pledge CountNumberNumber of individual pledges made.
Average PledgeCurrency (CAD)Average pledge amount (pledged / pledge count).
Weeks RemainingNumberWeeks until the campaign end date.
Projected TotalCurrency (CAD)Projected total at current giving pace, calculated from daily rate extrapolated to the full campaign period.
On PaceIndicatorWhether the campaign is on pace based on time elapsed vs percentage raised (within 90% threshold).
Start DateDateCampaign start date.
End DateDateCampaign end date.
Linked FundTextThe fund this campaign collects into.
Giving PageBooleanWhether this campaign has a linked public giving page.

Campaign Creation Drawer

FieldTypeDescription
Name*Text inputCampaign name (e.g., "New Building Fund").
Goal Amount*Currency inputTarget amount to raise.
Start Date*Date pickerWhen the campaign begins.
End Date*Date pickerWhen the campaign ends.
Fund*DropdownSelect the fund this campaign collects into.
Link to Giving PageToggleWhether to create or link a public giving page for this campaign.

Actions

Create a New Campaign

  1. Click “New Campaign”
  2. A drawer opens on the right side
  3. Fill in the campaign name, goal, dates, and fund
  4. Optionally link to a public giving page
  5. Click “Create” to save

View Campaign Details

  1. Click a campaign card
  2. The campaign detail expands showing individual pledges and fulfillment status

Related Pages

PreviousMerge Donors
NextRecurring Giving