Envelope #, pledge amt & personal data

I understand that you are trying to make a list.

If you are receiving the pledge amounts, I would consider all of them Customers.  Go to Customer Center and enter each name info by clicking "New Customer & Jobs". For envelope# I would use the Account No. field, or you can create a new field named Envelope#, and a field for the Pledge amount.

When you finish entering all the names, go to Report Menu /  List  /  select Customer Phone List.  Then go to Modify Report, and at the Display window check Envelope# and Pledge amount, uncheck phone number if you don't need it, click OK.