FundSvcs Community

Hi All,

We are looking at reformatting our template for sending out statements for donor intents. I don't want to re-use our pledge statement template, as plugging in intent for pledge looks/sounds a bit off (Intent Statement), and I want to ensure the difference between a pledge and intent is maintained throughout the whole process.

Does anyone have any examples or suggested language for these types of statements for intents, i.e., what do you call them, is there any specific language used on the document?

Thanks!

Hi All,

We are looking at reformatting our template for sending out statements for donor intents. I don't want to re-use our pledge statement template, as plugging in intent for pledge looks/sounds a bit off (Intent Statement), and I want to ensure the difference between a pledge and intent is maintained throughout the whole process.

Does anyone have any examples or suggested language for these types of statements for intents, i.e., what do you call them, is there any specific language used on the document?

Thanks!

Thank you for that. What I am working on is separate from the initial LOI establishing the intent.

We are looking at creating an alternative to our pledge statement, which lists pledge payments due/overdue but for intents, with the challenge being making it clearly different than our pledge statements. 

Something like an "Intent Reminder" showing their previously agreed upon intent payment schedule and balance "due." I was looking to see if anyone else had something similar, what it was called, and if there was any recommended language to include to make it distinct from a pledge statement.

Hi All,

We are looking at reformatting our template for sending out statements for donor intents. I don't want to re-use our pledge statement template, as plugging in intent for pledge looks/sounds a bit off (Intent Statement), and I want to ensure the difference between a pledge and intent is maintained throughout the whole process.

Does anyone have any examples or suggested language for these types of statements for intents, i.e., what do you call them, is there any specific language used on the document?

Thanks!

Thank you for that. What I am working on is separate from the initial LOI establishing the intent.

We are looking at creating an alternative to our pledge statement, which lists pledge payments due/overdue but for intents, with the challenge being making it clearly different than our pledge statements. 

Something like an "Intent Reminder" showing their previously agreed upon intent payment schedule and balance "due." I was looking to see if anyone else had something similar, what it was called, and if there was any recommended language to include to make it distinct from a pledge statement.

Hi All,

We are looking at reformatting our template for sending out statements for donor intents. I don't want to re-use our pledge statement template, as plugging in intent for pledge looks/sounds a bit off (Intent Statement), and I want to ensure the difference between a pledge and intent is maintained throughout the whole process.

Does anyone have any examples or suggested language for these types of statements for intents, i.e., what do you call them, is there any specific language used on the document?

Thanks!