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 Help Topics / Giving & Online Giving / Pledge Campaigns

Pledge Campaigns


ChurchTrac simplifies your fundraising with the ability to create pledge campaigns and track donations with pledge overview reports or individual pledge statements.

  • Creating a New Pledge Campaign
  • Using a Pledge Campaign
  • Editing a Pledge Campaign

Creating a New Pledge Campaign

Below are the steps to create a pledge campaign:

Step 1: Create a Unique Category

Before creating a new Pledge Campaign, set up a new Giving Category specifically for that campaign. You can create a Pledge Category on the Giving Screen by selecting the "Categories" tab from the Giving Screen top toolbar.

Each campaign must use a unique category name that is not used for other pledges or contributions (for example, "2024 Pledge Campaign", not just "General Offerings"). Pledge Campaigns are not tracked by a date range, but by the unique category assigned to the campaign.

Creating a new church pledge campaign

Step 2: Setting up the Campaign

Select the "Add" option and name your campaign.

Creating a new church pledge campaign

Next, select the Pledge Category you created for this campaign. All contributions entered on the Giving Screen using that category will be applied to this campaign. Then choose a Campaign End Date.

Pledge campaigns do not have a designated start date; they include all donations within the specified category from the beginning of time.
Creating a new church pledge campaign
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Step 3: Adding a Pledge Commitment

Pledges are linked to an Individual, and not per Family. Select the name of the pledger from the selection box and enter the annual amount they have pledged. If they pledged to give monthly, multiply that amount by 12 and enter that annual amount. If weekly multiply by 52.

Adding Pledges to your church pledge campaign

As you add names and amounts, they appear in a ledger below. This is where you track the amount received to date (as entered on the Giving Screen), and the amount remaining. It also shows the running totals for the entire campaign.

Viewing church pledge commitments
You cannot edit a pledge amount once it is entered. If you need to modify it, delete the pledger's name, then add them back in with the new amount.

Using a Pledge Campaign

Recording donations toward the pledge is not done on the Pledges tab. Using a campaign works just like recording any other donation on the Contributions tab.

In the Contributions tab, start a giving batch and select the "Add Contributions" button. Then enter the pledger's name and the amount they just donated. In the "Category" dropdown menu, select the category you assigned to the pledge campaign.

That donation will appear in that donor's line of the ledger in the Pledge campaign.

All pledge campaigns are considered current, so a '2026 Campaign' will still appear on the 2024 Giving Statement.

Editing a Pledge Campaign

To edit an existing pledge campaign, select the Pledge from the selection box and make changes.

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