A pledge is an estimate of how much money a donor plans to give
during a specified period of time. Pledges can be entered into Argenta then
converted into fiscal donations once the donor completes the transaction. A
pledge is not a binding contract.
From the Argenta main menu on the left-hand side of the screen,
choose Donation Management > Pledges.
Click the “Add New” button. This will bring up the Add a New
Pledge window. All required fields are designated with a red *.
Select the corresponding donor. If the donor is already in the
system, click the “Lookup” button and select a donor by searching and selecting
them. If the Donor is not in the system, you can add them by clicking the “Add New”
button. Donors are first created as Constituents in Argenta and then assigned
as Donors (for help see KB Articles, Adding a Donor and Adding a Constituent).
The Donor ID field will
display the ID for the selected donor, and their name will be displayed below
If the pledge was solicited by a team member, you can select their
ID by clicking the “Lookup” button from the Team
Member Who Solicited This Pledge (if applicable) field and selecting them
from, the search.
The Team Member Who
Solicited This Pledge ID field will display the ID for the selected team
member, and their name will be displayed below that.
Enter the date the pledge was made by using the Date of Pledge date picker or just enter
the date manually.
Enter the value of the donation in the Pledge Amount field. If the pledge is a recurring donation, select
“yes” in the Will the Donation Be
Recurring field, then choose the Recurring
Choose the Donation Category
from the drop-down list. If the category is not in the system, you can add it
by clicking the “Add New” button.
Select the Associated
Campaign. If the Campaign is already in the system, click the “Lookup”
button and select a campaign by searching and selecting. If the Campaign is not
in the system, you can add it by clicking the “Add New” button (for help see KB
Article, Adding a Campaign *hyperlink*). If this pledge was not associated with
a campaign, just choose “No Associated Campaign”.
All drop down lists in Argenta help to create comprehensive
reports. Argenta comes loaded with predefined values for all of these drop-down
lists, but you can change them at any time. You can add or delete any of these
values by selecting the corresponding section from the Argenta main menu. To
update campaigns, donation codes or donation categories, choose Campaign
Categories, Donation Codes, or Donation Categories respectively from the
Classification Codes Menu.
You may also need to enter some notes about the pledge. You can do
so by entering text into the Notes About
This Pledge field. Each pledge has a note list, which can contain as many
notes as needed. Notes is not a required field.
After reviewing the information entered, click the “Add this
Pledge” button to finish. The window will close and you will find your new
Pledge in the Pledge list. Your Pledge has been added.