Pledges

Multi-year commitments with a real installment schedule.

Record a donor's pledge — a capital campaign commitment paid over several years, for example — and Occam builds the installment schedule automatically, tracking exactly what's been paid, what's due next, and what's gone overdue.

Donors can see their own pledge and its full installment timeline in their portal, and reminder emails go out as a due date approaches, so fewer installments slip through the cracks.

What's included

  • Multi-year commitments with an automatically generated installment schedule
  • Live tracking of paid, due, and overdue installments
  • Reminder emails as an installment's due date approaches
  • A public pledge form, embeddable on your own site
  • Every pledge and installment rolls into the donor's full giving history