In order to add multiple pledges, we are going to use a utility called Add Pledges. This utility allows you to make a pledge template and then apply that template to multiple contributors. As a result of this, all the pledges you add with this utility will have the same pledge dates, amount, and frequency.
However, even if you have half the contributors doing $20 a week and the other half doing $100 a month you could just run the utility twice.
- From contributions, access this utility by clicking on “Utilities” in the menu bar and choosing Add Pledges.
- Start by entering the pledge information. Pick the Fund, Frequency, Date Range, and Amount.
- After entering values into those fields, click the “Next” button.
- The next step is choosing the contributors who are pledging this template. Put a check mark on those contributors.
- After choosing the contributors, click the “Next” button.
- The final window is verifying the pledges that are going to be created.
- Click finish and then answer Yes to finalize the pledge creation.
- If at any point in this process you need to make a change, just click the Back button.
Comments
I have a pledger who wishes to pledge a monthly amount and also pledge a one time gift. How do I enter this
Hi Jose,
I would manually enter two individual pledges. One for the monthly and then one for the one time gift. The utility used to add multiple pledges described in this article is best used when you have more than on person giving the same amount, in the same time frame and the same frequency.
Please let us know if you have any other questions or comments.
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