How to Create and Manage Pledges

Track promised donations that will be paid over time or at a future date.

What is a Pledge?

A pledge is a commitment to give that has not yet been fully paid:

• Multi-year commitments
• Monthly giving promises
• Capital campaign pledges
• Event pledges to be paid later

Creating a Pledge

1. Navigate to Fundraising > Pledges
2. Click Add New
3. Select the pledger (constituent)
4. Enter pledge details:
   • Total Pledge Amount: Full commitment
   • Pledge Date: When the commitment was made
   • Start Date: When payments begin
   • Fund and Campaign: Designation
5. Set up payment schedule:
   • Payment Frequency: One-time, monthly, quarterly, annually
   • Number of Payments: How many installments
   • Payment Amount: Amount per installment
6. Save

Tracking Pledge Payments

As payments are received:

1. Record each donation
2. Link the donation to the pledge
3. The system tracks remaining balance

Pledge Status

• Active: Payments expected/ongoing
• Fulfilled: Paid in full
• Written Off: Will not be collected

Pledge Reminders

Set up notifications to remind donors of upcoming pledge payments.