Heartfelt Emails
The perfect message, served up at the perfect time.
See the solutionPledge management
Catch a missed payment before it becomes a lost pledge.
Stay on top of due dates, new pledges, and completed pledges with personalized alerts and donor outreach prompts.
App-based solution: typically live 3 to 5 business days after kickoff
The problem
It takes a lot of time and energy to keep pledge payments on track.
Raiser's Edge does not make it easy to keep an eye on due dates, new pledges, and completed pledges. A payment that comes due can go unnoticed for weeks, and the follow-up that keeps a pledge on track depends on someone remembering to look.
How we solve it
Pledge Assistant monitors your pledge portfolio and prompts the right follow-up.
The automation watches your Raiser's Edge data for due dates, new pledges, and completed pledges, sends personalized alerts to your staff, and prompts the right donor outreach, including reminders, thank-yous, and invitations to pay a pledge online.
How it works
Configured to your environment by the PSG team.
- 1
Tell us about your pledges.
Help us understand the campaigns that are in scope, the pledge periods involved, and who owns the follow-up.
- 2
Configure the automation.
Approve the templates, tone, and routing decisions so the process runs exactly the way you want for your donors.
- 3
Let the automation do its work.
As pledge activity appears in Raiser's Edge, the automation tracks due dates, new pledges, and completed pledges, and sends personalized alerts to your staff. Donor reminders, thank-yous, and invitations to make pledge payments online can be drafted for your team to review and send.
Built from real advancement work
Pledge follow-up isn't difficult. It's relentless.
PSG consultants have worked in enough advancement offices to know how a missed payment becomes a lost pledge: not because anyone ignores it, but because somebody has to remember to look. Pledge Assistant tracks due dates, new pledges and completed pledges, sends personalized alerts and prompts the next step so your staff can act while it still matters.
Questions we hear most often about Pledge Assistant
- Does Pledge Assistant contact donors directly?
- Only if you want it to. Pledge Assistant sends personalized alerts to your staff about due dates, new pledges, and completed pledges, and can draft the appropriate donor outreach to help keep the pledge on track. Nothing reaches a donor until the right person on your team has reviewed and approved it.
- Does AutomateGenius replace Raiser's Edge NXT?
- No. AutomateGenius works hand in hand with your existing Raiser's Edge platform to streamline routine processes and help your team give donors more personalized attention.
- How much does an AutomateGenius solution cost?
- Our clients pay a one-time setup fee plus an ongoing fee for hosting, maintenance, and support. Simpler automations may cost only a few thousand dollars to implement, while more complex automations can cost significantly more. PSG can give you an exact quote based on your environment and the complexity of the automation we're configuring.
- Who configures and maintains an AutomateGenius automation?
- PSG does. Our experts configure the automation to fit your environment, test it before launch, and provide ongoing hosting, monitoring, maintenance, and support after it goes live.
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See the solutionIs Pledge Assistant the right place to start?
Get a practical recommendation in about five minutes, or talk it through with a PSG expert who works in Raiser's Edge every day.