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3.5 Viewing Your Pledge History & Progress

Section: Pledges & Annual Giving (Members Only)

Viewing Your Pledge History & Progress

Your pledge status—including payments, remaining balance, and Time & Talent commitments—is available at any time in the portal.

To view your pledge details, go to Hi {First}My Pledge.

1. Current Pledge Summary

The current pledge summary includes:

  • Your annual pledge amount
  • The amount already fulfilled
  • In-person gifts received (Cash, Check, Zelle)
  • The automatic payment frequency (weekly or monthly, if autopay is active)
  • The next automatic gift amount and date (if autopay is active)
  • Your remaining balance
  • Fiscal year information

2. Giving Progress Overview

This section shows:

  • Total pledged for the year
  • Total payments received
  • In-person gifts counted toward your pledge
  • Online one-time gifts
  • Automatic gift totals
  • Payments completed this fiscal year
  • Payments remaining for autopay users
  • An estimated fulfillment date based on your current giving pattern

3. Giving Activity

The giving activity section lists each individual gift, including the date, amount, type, and a receipt link for online gifts. Types may include:

  • Automatic Gift
  • In-Person (Cash, Check, Zelle)
  • One-Time Gift

4. Time & Talent Commitments

The My Pledge page also shows your Time & Talent commitments, including the skills or service areas you selected, your expected weekly time, and any additional notes.

5. Switching Between Giving Methods

From My Pledge → Manage my gifts, Members can switch their giving method, including:

  • Moving from in-person giving to automatic weekly or monthly gifts
  • Updating or stopping autopay
  • Changing their financial pledge amount
  • Updating their payment method