Add Pledges

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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 that.

 

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 Frequency.

 

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.