Causeview's new Pledge Manager provides you with the ability to build a pledge plan with your donor and gives you the flexibility to make adjustments to the amount, source of funds (such as Donor Advised Funds) and how the funds are to be allocated.
| Use Case | Legacy Pending Payment Model | Legacy Installment Model | New Pledge Manager |
|---|---|---|---|
| Ability to manage pledge opportunities through the opportunity pipeline | Yes | ||
| Ability to specify Installment Structure | Yes | Yes | |
| Ability to specify Frequency (Monthly, Quarterly, Yearly) | Yes | Yes | Yes |
| Ability to specify Staggered Frequency | Yes | ||
| Ability to split allocations | Yes | Yes | Yes |
| Ability to specify a different Appeal/Fund per Installment | Yes | ||
| Takes into consideration your accounting setting (Cash vs. Accrual) | Yes | Yes | |
| Allows for 3rd party fulfillments (such as Donor Advised Fund) | Yes | ||
| Allows for both online and offline payments | Yes | ||
| Allows for adjustments to allocation information when applying a payment | Yes | ||
| Allows for multiple payments to be made toward a single installment | Yes | Yes | |
| Allows for a single payment to be applied across multiple installments | Yes | ||
| Allows for a single payment to be applied across multiple installments across multiple opportunities | Yes | ||
| Allows for partial fulfillments | Yes | Yes | |
| Ability to create and issue receipts | Yes | Yes |
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