[FEATURE] Pledge Feature Brainstorming

[wendylbolm]

Is your feature request related to a problem? Please describe.
We have had few nonprofits request a pledges system, but for nonprofits who wanted a pledge system, not having one was a pain point they could not overcome, and two nonprofits chose not to work with CommitChange because we didn't have one. We need pledges that work for donations processed online and offsite donations, and it would also be a welcome feature for the campaign system.

Describe the solution you'd like
I think what we need is a Pledge Dashboard that tracks all pledges, in this case a pledge is forecasted donation that a donor plans to make but has not yet fulfilled.

Current envisioned pledge flow for campaign pledge:

Nonprofit A has an online pledge campaign run through a CommitChange campaign page. They have the choice to add pledges to the campaign in addition to Gift Options and whether they be one-time or recurring. Charlie Doe goes to the Campaign Page and clicks on a "Make Your Pledge" button that is separate from the Contribute and Gift Options buttons. They have the option between "Pay Now" and "Schedule for Later." They choose to schedule for later, and the system gives them the option of paying a one-time payment on a specific date or scheduling a monthly payment to end once the balance of the pledge has been fulfilled. CommitChange then sends out a receipt to the donor and the nonprofit with the pledge information.

Current envisioned flow for Donate Button pledge:

The nonprofit has code to add pledges to their donate button. They do so, and Zephyr Doe decides to make a pledge. They have the option between "Pay Now" and "Schedule for Later." They choose to schedule for later, and the system gives them the option of paying a one-time payment on a specific date or scheduling a monthly payment to end once the balance of the pledge has been fulfilled. CommitChange then sends out a receipt to the donor and the nonprofit with the pledge information.

Dashboards:

There should be a pledge dashboard that allows nonprofits to see the total pledges and the amount fulfilled. They should also be able to see and export data for the pledges of individual donors. It would also be helpful for them to be able to filter by campaigns, events, and designations. It wouldn't hurt to be able to see if someone's card has lapsed or if they have canceled their pledge. I'm not sure how that would effect the dashboard, it would probably have to change the amount of the actual pledges.

This info should also be included in the individual campaign (or event if it's added) dashboards.

Also it wouldn't hurt to add it to the overall nonprofit's dashboard.

Notifications:

I don't think this would be an mvp, but it wouldn't hurt to have functionality for notification reminders so nonprofits know when to follow up with people who have made cash or check pledges.

Describe alternatives you've considered
This is for brainstorming, pondering this issue, I would love to see other alternatives. I think another option might be the donor places a pledge and instead of entering their payment in that step, they receive drip emails reminding them to go to another page for the actual payment. That might be an easier mvp; I'm not sure. We'd still need to add a pledge dashboard or another way to calculate pledges/fulfillment.

Additional context
I think for the MVP we would need to add:

Pledge tracking
Ways to stop recurring donations based on amount donated
Ways for donors to log a pledge and add their payment info without charging their payment
New thermometer to campaign display for pledges
Pledge code for donate button
A way to show terms for pledges (i.e. $10/month for $10 months for $100 donation) for transparency