Pledge Rules

Follow
  1. No two pledges can be entered for the same contributor (same envelope #) for the same contribution fund with overlapping date ranges. Churches that want to be able to do this should set up multiple Funds that represent one actual Fund (for example, Building Fund A, Building Fund B, Building Fund C). Funds of this nature can all be tied into the same Bank and Offset Accounts for auto-deposit.
  2. Pledges can be entered at any time, regardless of dates. This means you can enter next year’s pledges before the current pledges are complete. This is important because of the next rule.
  3. Offerings entered after pledge is entered will be credited towards the “active” entered pledge. Offerings entered before a corresponding pledge is entered will not be automatically credited toward the pledge. In other words, offerings only get applied to a pledge if the pledge is in the database before the offerings.
  4. Pledges that are entered later than the offerings must be recalculated to get the offerings attached to the pledge. To recalculate a single pledge, just Edit the existing Pledge and press Recalculate. If you want to recalculate all pledges, see the page entitled “Recalculating Pledges.”
  5. When an active pledge changes in any manner, that pledge needs to be ended and a new pledge started. For information on this task see the page entitled “Ending a Pledge.”
  6. New pledges should be entered each year. Do not create new pledges by editing the existing Pledges and changing dates or amounts. If you find that your contributors are using the same types of pledges every year, consider using Renewable Pledges. See the page entitled “Setting Up Renewable Pledges” for more information.
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