PHASE 2 COREDM-05 + FM-19
Pledge Management
Full lifecycle pledge tracking with automated reminders, fulfillment monitoring, revenue recognition, and finance approval gates
+12.4%
342
Active Pledges
DM-05 · Tracked
+8.2%
$2.8M
Pledge Pipeline
Total Outstanding
+2.1%
82.4%
Fulfillment Rate
On-time payments
-3.2%
28
Overdue
$124K at risk
Pipeline Progress
59.2%Fulfilled
$1.7M$1.7M
Received
$1.2M
Pending
Status Breakdown
On Track248 · $1.9M
Behind Schedule52 · $480K
Overdue28 · $124K
Writeoff Pending5 · $18K
Completed9 · $298K
Revenue Recognition
FM-19Recognized Revenue
$1.7M
Pending Recognition
$1.2M
Writeoff Pending (Finance Approval)
$18K
NetSuite GL Mapping
Pledges Receivable1200-00 — Pledges Receivable
Pledge Revenue4000-60 — Pledge Revenue
Writeoff Expense6200-00 — Pledge Writeoff Expense
Pledge Lifecycle Workflow
FM-19 · Full process mappedKevin Gabriel requirement: "Total work process identified & established" before pledge implementation
Pledge Created
342
Payment Schedule Set
342
Reminder Generated (30 days prior)
306
Reminder Sent
260
Payment Received
248
Finance Review (overdue)
28
Writeoff Approval (Kevin Gabriel)
5
Pledges by Fund
| Fund | Pledges | Total Value | Fulfilled | Remaining | % Complete |
|---|---|---|---|---|---|
| General Operating | 124 | $840K | $520K | $320K | 61.9% |
| Capital Campaign | 48 | $960K | $480K | $480K | 50.0% |
| Emergency Shelter | 68 | $420K | $280K | $140K | 66.7% |
| Recovery Programs | 42 | $320K | $200K | $120K | 62.5% |
| Youth Services | 36 | $180K | $120K | $60K | 66.7% |
| Food Services (GIK) | 24 | $120K | $80K | $40K | 66.7% |
Recent Pledges
| Donor | Pledge Amount | Term | Fund | Received | Status | Next Payment |
|---|---|---|---|---|---|---|
| D-00234 | $100K | 24 months | Capital Campaign | $42K | On Track | 2026-04-01 |
| D-00891 | $50K | 12 months | General Operating | $25K | On Track | 2026-04-15 |
| D-01456 | $25K | 12 months | Emergency Shelter | $8K | Behind Schedule | 2026-03-01 |
| D-02103 | $10K | 6 months | Recovery Programs | $0 | Overdue | 2026-02-15 |
NetSuite Pledge Integration
Connected1,680
Journal Entries Created
46
Pending Entries
89
Reminders Sent (Month)
46
Upcoming Reminders