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How Do We Follow Up Challenge Event Participants Who Are Behind on Their Sponsorship Pledge?

Charities give out challenge event places on a sponsorship pledge, then cannot see who is behind. We build a pledge tracker with timely, friendly follow-up.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Participants take a charity place on a pledge to raise a minimum, but nobody can see who is on track until after the event, when chasing is awkward. We build a pledge tracker that reads fundraising page totals and offline money in, shows each participant's progress against their pledge and timeline, and triggers encouraging, well-timed messages the team approves.

Two months after the half marathon

The event is over, the photos are on social media, and now the reconciliation starts. Some participants raised well beyond their pledge. Others are well short, and a few never set up a fundraising page at all. The agreement they signed said they would raise a minimum, but asking a volunteer runner for money after they have run for you is the most uncomfortable conversation in fundraising.

Part of the problem is that nobody looked earlier. The fundraising page totals were visible all along, spread across JustGiving and Enthuse, plus the cash and cheques some participants sent in separately. Adding them up per person took too long, so it was left.

Why pledge shortfalls surprise you

The information is spread across platforms and paper, and nobody puts it together until the end.

  • Online totals sit on fundraising platforms, not in your records.
  • Offline sponsorship, like sponsor forms and cash, arrives later and separately.
  • Some participants have more than one page, or fundraise as a team.
  • There is no agreed point at which a participant counts as behind.
  • Follow-up is uncomfortable, so it gets put off until it is too late to help.

The real issue is timing. Support offered early, when someone is short, feels like help; the same message after the event feels like a bill.

What late chasing costs

Charity places often carry a cost to your charity, and pledges exist to make sure places raise more than they cost. When shortfalls are only discovered afterwards, much of that value is lost.

Participants who struggle to fundraise often just need ideas and encouragement at the right time. Without early support, they feel embarrassed, stop engaging and are unlikely to take part again. Your team's post-event period is spent on awkward conversations instead of thanking people.

How we build the pledge tracker

  1. Each participant's pledge, event date and fundraising page links are held on their record, from the registration process.
  2. Page totals are pulled from the fundraising platforms regularly through their APIs or exports.
  3. Offline money, such as sponsor forms, cash and cheques, is recorded against the participant as it is banked.
  4. Progress is compared with a simple milestone plan you set, for example a proportion of the pledge by certain weeks before the event.
  5. Participants who are on track get encouragement, and those behind get helpful messages with fundraising ideas, at the points you choose.
  6. Participants well behind, or with no page, are flagged to the events team for a personal call while there is time to help.
  7. After the event, a clear list shows who has met their pledge, who is close and who needs a conversation, along with all the contact history.
Participant statusWhat the tracker doesTone
On trackThank-you and a new idea to tryEncouraging
Behind by a milestoneMessage with practical ideas and a page tipSupportive
No fundraising page yetReminder with a link to set one upHelpful
Well behind close to the eventTask for a personal callPersonal

Every message is written and approved by your team, and you decide the milestones. Nothing goes out in a tone you would not use yourself.

A season with the tracker

Each week the events officer sees a list of participants who have slipped behind, with their page and history. Most need a friendly nudge and one good idea, like a workplace bake sale or matched giving from their employer. The few who are really struggling get a call months before the event, when options are still open.

After the event, the list of shortfalls is short, and the conversations that remain are with people you have already been talking to.

Signs your pledges need this

  • You find out who missed their pledge after the event.
  • Page totals are checked by hand, if at all.
  • Offline sponsorship is not linked to participants.
  • Follow-up with struggling fundraisers is put off.
  • Participants who fell short rarely come back.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Is this about pressuring participants?

No. The point is to offer help early, when it makes a difference. You set the tone and approve every message.

Does it work if participants fundraise on different platforms?

Yes, as long as each platform provides page totals through an API or export.

What about team fundraising pages?

Team pages can be linked to several participants, with the total shared by the rule you choose.

Does it decide whether to enforce a pledge?

No. That is your charity's policy and decision. The tracker gives you accurate figures to decide from.

Keep reading

More on Problems We Solve

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