In order for offerings given towards a pledge to count for a pledge, the pledge record must be recorded first. The article below walks through how you can add and edit pledge records.
Note: If a contributor wants to establish a new pledge for a fund that they've pledged to in the past make sure to create a new pledge record for this new pledge. Editing a previous pledge record will get rid of the previous year's pledge.
Add Pledge
- To access the pledge records, open the contributions module, and under Giving, click "Pledges"
- To add a new Pledge, click the "Add" button at the bottom of the grid.
- The "Pledge record for" box will let you select which contributor this pledge is for. Check the "Sort by number" box to sort this box by envelope number instead of envelope name.
- The "Fund" box will let you select which fund this pledge is for. Check the "Sort by number" box to sort this box by fund number instead of fund name.
- The Begin date and End date boxes let you establish the date range of this pledge. Any offerings given to this fund by this contributor within the established date range will count towards this pledge. If you click the button with the arrows pointing left and right to the right of the begin and end dates, the first and last day will be filled into the Begin date and End date fields respectively.
- The Amount box refers to the contribution total the contributor will be giving per the frequency they're giving to this pledge. The Total pledge box is the amount this contributor is committing to giving over the life of the pledge. The Frequency box tells how frequently this contributor will be giving to the pledge.
- If you fill out an amount in the "Amount" box and have chosen a frequency, the total pledge will be calculated automatically based on the date range of the pledge. Alternatively, if you fill in the "Total Pledge" along with a frequency, the amount will be calculated based on the date range of the pledge.
- If you're going to be adding multiple pledges, check the "Add Multiple?" box before clicking "Save". Otherwise, just click "Save" to save your pledge record.
Edit Pledge
- To edit a pledge, access the pledge record grid, and find the pledge record that you need to make a change to.
- Double-click or click on the pledge record and then click "Edit" to start editing the pledge record.
- You can edit any aspect of a pledge, including who the pledge is for, which fund the pledge is for, beginning and ending dates, amount, total pledge or frequency. Click "Save" when finished editing.
