Manually Adding Pledges
If your donor would prefer not to set a pledge up via the form or text-to-pledge, you can manually set up a new pledge on their behalf in Donor Management.
You’ll first want to click on “Giving” in the navigation bar on the left hand side, and then selecting the option for “Pledges” that should appear below “Giving.”
Once the page has loaded, you can click on the green “Add Pledge” button in the top right corner.
You’ll then be asked to fill out a few details about the donor making the pledge, as well as the pledge itself:
Donor Details
Donor: This is where you can begin typing the name of the donor submitting the pledge, and select them from the drop-down options.
Campaign: This is where you can select an existing campaign where all of the contributions to this pledge will be allocated.
Designation: You can also select an existing designation to correspond with all contributions made towards this contact’s pledge.
Pledge Details
Total pledge amount: This is where you’ll enter the total amount of the pledge, once all contributions have been made.
Date Received: This is where you’ll enter the date that you received the pledge, which can help when reporting on pledges made within a specific time frame.
Fulfilled by date: This is where you’ll want to enter the date that the donor has committed to completing all payments towards the pledge.
Pledge payment schedule: You can select an option from the drop down menu for the frequency of payments made towards the pledge.
Donors can choose to contribute annually, semi-annually, quarterly, monthly, etc. - or, if they’d prefer, you can select the “single payment/unscheduled” option to allow the donor more flexibility in contributing towards the pledge.
Notes
Notes: This optional field is where you can include additional notes on a pledge that may be important – such as any additional details surrounding the payment schedule, as an example.
Attach a file: This field lets you upload any additional files associated with this pledge, such as a pledge card or signed agreement.