Pledge Balance¶
This Condition, located on the Contributions category tab in Search Builder, allows you to find people based on the remaining balance of their pledges (amount pledged minus amount given) to a fund, across all dates. For couples who give jointly, both spouses are returned.
Enter the Fund ID, a Comparison, and an amount (no dollar sign).
Important
Always enter a Pledge Fund ID. Leaving it blank combines pledges and gifts for all funds.
Note
You must have the Finance role to get results from this Condition. Without it, the search returns 0 people and does not show an error.
Sample search in Search Builder¶
Use Case
Use Greater
0to find people who have not yet fulfilled their pledge.Use Less
0to find people who have given more than they pledged.Use Equal
0to find people whose giving exactly matches their pledge.
See also
Latest Update |
10/19/2026 |
Clarified that the balance covers all dates and both joint spouses, and documented the Finance role requirement. Replaced the outdated screenshot with a current sample search from Search Builder.