What software do nonprofits use to manage capital campaign pledges?
Nonprofits use pledge management software like BetterUnite to record multi-year commitments, break them into installment milestones, and send self-serve payment links. Custom pledge stages model each campaign year, and dashboards show projected versus actual revenue by month.
Can BetterUnite handle multi-year pledges?
Yes. Break each commitment into installment milestones with expected amounts and dates, or date ranges. Partial payments roll up to the parent pledge, and a cross-pledge milestones view lists every upcoming installment chronologically. See pledge management for the full mechanics.
How do I track campaign phases like quiet phase and public phase?
Use custom pledge stages. Define, describe, and drag-and-drop order your own stages, for example Quiet Phase, Public Phase, Renewal. There is no separate phase module: stages are the documented mechanism, so the names you choose are the names the pipeline reports on.
Can I forecast what the campaign will actually bring in?
Yes. The pledge dashboard charts projected versus actual revenue by month, and major gift portfolios add weighted forecasts built from opportunity amounts and stage probabilities.
How do donors pay large pledges over time?
Every pledge has a self-serve payment link, branded payment-instruction emails, and downloadable invoices. You can also charge a card or ACH on file, or record offline checks and wires against the pledge.
Can I report by fund or building project?
Yes. Funds & Segments tag every gift and pledge, group them across campaigns, and roll up totals against capacity targets, so the building fund, the endowment, and the annual fund each report on their own.
Does pledge revenue show against our campaign goal?
Yes. Pledges count toward campaign goals and stretch milestones, and the analytics dashboard tracks Received, Expected, Remaining, and Past Due amounts for the whole campaign.
