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- Nonprofits CRM
- Process
- Donor pledge review
Donor pledge review
Record the pledge, submit it and retain the independent review decision. The team should begin with a real constituent, follow the named records and inspect the resulting evidence after each action. Keep the owner of each step visible so a status change does not hide who made the decision.
Step by step
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Pledge entry Pledge Coordinator
Pledge Coordinator links a Draft pledge to the opportunity and records its reference, purpose and gift amount.
- Status: Draft → Submitted for review
- Updates Donor pledges, Funding opportunities
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Pledge review Independent Reviewer
Independent Reviewer checks the Draft pledge and support before submission. Pledge Coordinator submits it after that check. Submitted status triggers the workflow, which records the independent decision, changes the pledge to Approved and writes an operation receipt.
- Status: Submitted → Approved with decision and receipt
- Updates Donor pledges, Review decisions, Operation receipts
ApprovalA person approves before the work moves on. -
Evidence review Development Director
Development Director compares the pledge, supporting attachment, review decision and operation receipt.
- Keep source and decision together
- Updates Evidence attachments, Review decisions, Donor pledges
Who does what
Roles and permissions- Pledge Coordinator
- , Independent Reviewer, Development Director.
- These roles divide preparation, action and review for this process.
- Admin
- Sets access to match the team’s assignments and confirms it on a real case.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.