Nonprofit Pledge Tracking and Fulfillment Management
Uncollected pledges misstate revenue and can significantly impact program planning and cash flow. This monthly pledge review ensures all pledges are tracked, reminders are sent on schedule, and collection issues are identified and addressed promptly.
- Industry: Nonprofit
- Frequency: Monthly
- Estimated Time: 2 hours
- Role: Development Director / Finance Manager
- Total Items: 26
Pledge Schedule Review
Review all scheduled pledge payments.
- All pledge payments due this month identified?
- Reminders sent 10-14 days before each due date?
- Payments received for all pledges that came due?
- Receipts sent for all payments received?
Delinquent Pledge Management
Address delinquent pledges.
- Pledge aging report reviewed (30/60/90/120+ days overdue)?
- Personal outreach initiated for pledges over 30 days overdue?
- Pledges meeting write-off criteria identified?
- Write-offs documented with collection attempts and board authorization?
- Any donor-requested pledge modifications documented in writing?
FASB Recognition Compliance
Verify FASB pledge recognition is correct.
- Conditional versus unconditional pledges properly classified?
- Multi-year pledges discounted to present value for pledges over 1 year?
- Allowance for uncollectible pledges calculated based on aging?
- Time-restricted pledges classified as with-donor-restrictions until received?
Pledge Donor Communication
Manage pledge donor relationships.
- Written pledge documentation provided to all pledging donors?
- Capital campaign pledge donors receiving campaign progress updates?
- Multi-year pledgers receiving regular impact updates?
- Pledge recognition (naming, publication) honored per pledge agreement?
Pledge Reporting
Prepare pledge reporting for management.
- Pledge fulfillment rate calculated and compared to benchmark?
- Campaign pledge progress vs goal reported?
- Pledge portfolio status included in board financial report?
- Expected pledge payment cash flow forecast prepared?
Write-Off Policy
Apply pledge write-off policy consistently.
- Written pledge write-off policy adopted by board?
- Policy defines specific criteria for write-off (e.g., 120+ days, deceased donor)?
- Significant write-offs approved by board or finance committee?
- Write-off documentation sufficient for audit?
- Donor pledge cancellation vs write-off tax implications understood?
Related Nonprofit Checklists
- Nonprofit Annual Fund Performance Analysis
- Nonprofit Major Gift Cultivation and Solicitation Strategy
- Nonprofit Donor Acknowledgment and Gift Substantiation Audit
- Nonprofit Gift Acceptance Policy and Unusual Gift Review
- Nonprofit Office Safety and Facilities Inspection
- Nonprofit Equipment Maintenance and Inventory Management
- Nonprofit Facility Lease Compliance and Space Management
- Food Bank Donation Intake and Inspection Checklist
Related Donor Relations Checklists
- Nonprofit Donor Database Hygiene and Data Quality Audit - FREE Download
- Nonprofit Major Donor Stewardship Program Audit - FREE Download
- Nonprofit Annual Fund Performance Analysis - FREE Download
- Nonprofit Major Gift Cultivation and Solicitation Strategy - FREE Download
- Nonprofit Donor Acknowledgment and Gift Substantiation Audit - FREE Download
- Nonprofit Gift Acceptance Policy and Unusual Gift Review - FREE Download
Why Use This Nonprofit Pledge Tracking and Fulfillment Management?
This nonprofit pledge tracking and fulfillment management helps nonprofit teams maintain compliance and operational excellence. Designed for development director / finance manager professionals, this checklist covers 26 critical inspection points across 6 sections. Recommended frequency: monthly.
Frequently Asked Questions
What does the Nonprofit Pledge Tracking and Fulfillment Management cover?
This checklist covers 26 inspection items across 6 sections: Pledge Schedule Review, Delinquent Pledge Management, FASB Recognition Compliance, Pledge Donor Communication, Pledge Reporting, Write-Off Policy. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly. Each completion takes approximately 2 hours.
Who should use this Nonprofit Pledge Tracking and Fulfillment Management?
This checklist is designed for Development Director / Finance Manager professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.