Pledge Fulfillment Rate

Excel Formulas › Nonprofit & Fundraising

All versions

Not every pledge is paid. Pledge fulfillment is dollars collected over dollars pledged — a reality check on a campaign’s booked total and a flag for follow-up.


Quick formula: fulfillment rate from collected and pledged:
=amount_collected / amount_pledged
Dollars actually received over dollars pledged. Outstanding is pledged minus collected.

The example

$85,000 collected of $100,000 pledged.

AB
1ItemValue
2Collected85000
3Pledged100000 → 85%

The formula

The formula:

=B2 / B3 // collected ÷ pledged

How it works

How it works:

  1. Divide amount collected by amount pledged for the fulfillment rate.
  2. The outstanding balance is pledged - collected — the follow-up target.
  3. Apply an expected fulfillment rate to forecast realistic cash from open pledges.
  4. Track per pledge with SUMIF on status to see what’s paid, partial, or overdue.

Discount pledges for forecasting. If history shows ~90% of pledges get paid, project cash as open_pledges × 0.90 rather than booking the full amount. Multi-year pledges especially drift — tracking a realistic fulfillment rate keeps the campaign total honest and the budget grounded.

Try it: interactive demo

Live demo

Collected and pledged.

Fulfilled · Outstanding

Variations

Outstanding balance

Still to collect:

=amount_pledged - amount_collected

Forecast cash

Expected from open:

=open_pledges * expected_rate

Collected by status

Paid pledges:

=SUMIF(status, "Paid", pledge)

Pitfalls & errors

Don’t book it all. Pledged ≠ collected — discount open pledges for cash forecasts.

Watch multi-year pledges. Longer pledges fulfill at lower rates.

Zero pledged. No pledges gives #DIV/0!.

Practice workbook

📊
Download the free Pledge Fulfillment Rate practice workbook
A pledge-fulfillment sheet with the outstanding, forecast, and by-status variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate pledge fulfillment rate in Excel?
Divide collected by pledged: =amount_collected / amount_pledged. $85k of $100k is 85%.
How do I forecast cash from open pledges?
Apply an expected fulfillment rate: =open_pledges * expected_rate, rather than booking the full pledged amount.
How do I find the outstanding balance?
Subtract collected from pledged: =amount_pledged - amount_collected.

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