Pledges are their own entity that can be found under the Fundraising Tab.  A pledged gift is a gift that is due at a future time and needs to be tracked. Pledged gifts are not included in your fundraising totals until they have been marked as received.


Create a Pledge

  1. Go to the Fundraising menu tab and choose Pledges
    1. Or create Create a pledge from the Quick Add menu
  2. Click on the + Add Pledge button in the right hand corner of the page 
  3. Input the pledge information to include:
    1.  Contact
    2. Occurrence of Installments (if any). Note: Installments will be due the pledge start date that inputted 
      1. Do Not Create Installments - A pledged amount has been received but has no known recurrence and specified date with which it will be received
      2. Just Once - contact will pledge to donate pledged amount through one gift
      3. Semi-Monthly - contact pledges to donate pledged amount through installments of every other week from date of pledge  until the total pledged amount is received 
      4. Monthly - contact pledges to donate pledged amount each month from the day of the pledge until the total pledged amount is received
      5. Quarterly - contact pledges to donate pledged amount every 3 months from the day of the pledge until  the total pledged amount is received 
      6. Semi-Annually - contact pledges to donate pledged amount every 6 months from the day of the pledge until the total pledged amount is received
      7. Annually - contact pledges to donate pledged amount every year from the day of the pledge until the total pledged amount is received 
    3. Pledged Amount - total amount to be received over one or multiple installments
    4. Pledge Start Date
    5. Additionally you can add Notes, the Campaign, Appeal and/or Fund that this pledge will roll up to
      1. Note: the only things you will be able to edit after creating a pledge is the Pledge Notes and Designations (Campaign, Appeal, and Fund). If you need to update the installments, you will need to delete the current pledge and re-create it with the right installments.
    6. Click on Create & Save. Once you have created the pledge, you will be brought to the Pledge parent entity where you can manage the pledge details
  4. Pledge Information shows the Donor, Total Pledged, Total Received from donation(s) and Balance,  which is the difference between the pledge and received amounts. 
  5. Within the Pledged Gifts Component, you will see the pledged installments, amount of each, the date they are due and status of amount received. 


Add a Gift to A pledge 

A pledge will remain in a pledged status until all installments and/or the total amount pledged has been received and tracked to the pledge. Once that happens the pledge will move into a Received Status.

  1. Within the parent pledge record, choose Add > + Add Gift if there are no installments scheduled
  2. Automatic default of status will show as received
  3. Input the Gift information and Create and Save 
  4. This will update the Total received amount and balance due in the Pledge Information, once the page is refreshed

-OR-

  1. Within the parent pledge record, access an installment within the pledged gifts component by choosing the corresponding amount in the pledged gifts, which will open the gift slide out record
  2. Scroll  to Action and choose Edit Gift 
  3. Update the Status from Pledged to Received and update the received amount to what was donated and any other gift information
  4. Save the record and you will see this update the Total received amount and balance due in the Pledge Information, once the page is refreshed


Editing Pledges

It's important to go back and clean up pledge information as you can, whether that is editing the installments, reviewing pledge due dates to follow up with the contact etc. 


  1. Go to Fundraising in the navigation menu and choose Pledges 
  2. Find a pledge by using the dropdown to filter by year or pledge status
    1. Filter further by using the sort option on the columns and/or using the search function
  3. Click on the Pledge amount that you want to edit and this will bring you to the details page of the Pledge
  4. From here you can:
    1. Add gifts, as the section above explains
    2. Click on the ellipses to edit the pledge Notes or Designations (Campaign, Appeal, Fund)
  5. To edit an installment, simply click on the installment amount and scroll to the actions to make the appropriate edits (print reminder, mark reminder sent, edit gift or delete gift


-OR-

  1. You can also access a Parent Pledge from a Contact Record
  2. Find the contact you are looking for and access their record details
  3. Scroll to their Pledges details component below gifts and choose the pledge you are looking for, or
  4. Go to their activity timeline, access the pledged amount and click on View Parent Pledge



Pledge Activity

  • Pledged gifts will also show up on your Action Board as a reminder
  • You will also be able to access reminders to print and/or send email reminders to your donors via their contact record


Pledge Reporting

See a list of all outstanding pledges by accessing Reports and one of the system reports for pledges: 

  1. Pledges Due This Month
  2. Pledges Due This Quarter
  3. Pledges Due this year


Be sure to watch this Pledge Management 2.0 video for a tutorial that give you everything you need to know about pledges