Pledges
BetterUnite pledge management captures commitments in seconds, tracks installment milestones, sends self-serve payment links, and auto-reconciles payments. Pledger and amount are the only required fields, payment status runs independently of pledge stage, and a live dashboard shows received, expected, remaining and past due at any moment.
01Capture a Pledge in Seconds
Pledger and amount are the only required fields. The expected date can be a single date, a range, or Don’t Know, and bulk import brings an existing pledge book over in one pass.
02Collection That Runs Itself
Every pledge carries a self-serve payment link and a downloadable invoice. Send Payment Instructions is one click, and you can charge a card on file, take ACH, or record an offline check.
03Milestones & Installments
Break any pledge into named milestones with an expected amount and date. Partial payments roll up to the parent automatically, and a cross-pledge view lists every upcoming installment chronologically.
04Reconciliation Without Spreadsheets
When a pledger pays through a different checkout, a Review unapplied payments alert flags it. Toggle detected payments onto the pledge, or locate any transaction by reference number and apply it by hand.
05Pipeline Truth, Two Axes
Payment Status and Pledge Status move independently, so a paused multi-year commitment never reads as a collections problem. Campaign, fund, and segment tags roll everything up for pledge reports.
06Forecast & Chase
Received, Expected, Remaining, and Past Due KPIs open the dashboard, over projected versus actual revenue by month. Pledges count toward stretch goals, so a paddle-raise commitment hits the thermometer that night.
Every BetterUnite pledge gets a shareable self-serve payment link and a downloadable invoice. You can send a branded payment-instruction email with the pledge amount and pay link smart-merged in, charge a card on file, take ACH, or record offline checks, cash, and wires against the pledge.
Yes. Break any pledge into named milestones, each with an expected amount, a date or date range, and an Open or Closed state. Partial payments roll up to the parent pledge, and a cross-pledge milestones view shows every upcoming installment in one chronological list.
Past Due is a first-class payment status with its own KPI count on the pledge dashboard. Filter the register to past-due pledges and work the list directly: send payment-instruction emails, share pay links, or take a payment from the row. Pair it with automated pledge follow-up workflows so the chase does not depend on someone remembering.
BetterUnite flags candidate payments from the pledger that are not linked yet with a Review unapplied payments alert. Apply Payments lets you toggle them onto the pledge, or find any transaction by reference number and apply it manually.
Yes. Campaign stretch goals and milestones can include pledge amounts, so thermometers reflect committed dollars, not just cash received. That is what makes multi-year capital campaign pledges and paddle-raise commitments readable on the night.
Yes. Bulk pledge import brings an existing pledge book across, and bulk payment-instruction emails let you invoice many pledgers at once, so onboarding does not mean re-keying every commitment.
Get started
A walkthrough with your own data: your programs, your questions. No pressure, no endless sales cycle.
See pricing first