Pledge chasing is a labor intensive but critical part of calltime. We have a detailed system detailed below. If you are a Maier Anderson client, we will handle all your pledge chasing ourselves.
Set up email alerts on your gift service so you can see them when they come in.
Make sure automatic thank you emails are going out.
Update your tracking sheet for each new gift.
When gifts come in that are not online (usually through mail), make a copy of the check or wire transfer and write the date it was received on that copy. Keep those copies in a 3 ring binder, sorted by date received.
Mark that check as received with the date in the database.
Scan the check and send it to your treasurer and at least one other person on your team. Include employer/occupation whenever possible.
Callers will want to have two trackers for calltime, daily and weekly. They will cover: