A Pledge by Any Other Name: Effective Pledge Management
10:30 AM - 11:30 AM EST
Speaker(s): Rebecca Weitz, Senior Managing Director, Gift Services, Wisconsin Foundation & Alumni Association
Elective Session
Pledges, commitments, intentions, plans…whatever you call it at your organization, many of the same questions and pain points exist. In this session we’ll explore best practices for pledge forms, payment application, and pledge aging. We will discuss how to structure and route commitment forms effectively, optimize communications surrounding installment plans, determine if and how to apply the many kinds of ‘sticky gifts’ to a donor’s pledge, and manage pledge aging and past-due pledge management.