Pledges are a great way for a donor to show their commitment to your organization, by providing consistent support over a specific period of time. But what happens if you need to write off the balance of an incomplete, or “unfulfilled” pledge?

Here are the steps you can take to adjust that unfulfilled pledge so it doesn’t affect your financial reports, but still retains the information you might need in the future.

First, select “Giving,” then select “Pledges.”

Next, click on “Actions” next to the pledge you’re looking to adjust, and select “Edit” from the drop-down menu.

Under the section titled “Pledge Details,” you’ll want to adjust the “Total Pledge Amount” field to reflect how much has already been paid.

For example, if the pledged amount initially totaled $500, but your donor has only paid $350 towards that pledge, then you’d adjust the amount to $350.

Then, under the “Notes” section, you can add a note that includes the original, intended amount of the pledge, as well as how much of the initial pledge will be written off, and the date that the write-off was approved.

Once you’ve added that information, you can click on the green “Update and Save” button. This should update the outstanding amount of the pledge to $0, but you’ll still be able to retain the original pledge details for future reference.