By default, donations aren’t automatically linked to pledges – but linking the two is a quick and easy process, thanks to a few helpful tools within our system.

When viewing a donor’s pledge details, you should see a section labeled “Unlinked Donation.”

This section displays any recent donations that have been made by this donor that haven’t already been linked to the pledge.

You can easily link the donation from here by pressing the “link” button next to the donation amount.

It'll then automatically be added as a pledge installment and count towards the overall pledge goal.

If you don’t see a donation that should be linked on the Pledge Details page, and it’s not displaying under the “Unlinked Donation” section, you can link the pledge through the Donation Details page instead.

First, you’ll want to pull up that specific donation’s Donation Details page.

You should see a section on the page that lists the donor’s name, as well as “Open Pledges.”

You can then click on the small arrow next to the open pledge, and select “link” from the available options.

That should then link that donation to the pledge that you’ve selected!

During the process of manually adding a donation, you can also link that donation to a donor’s existing pledge.

Under the “Optional Details” section of a new donation record, you can select a pledge option from the drop-down list under the “Pledge” field.

This drop-down field to select a pledge will only appear if the donor you’ve selected has an existing pledge – so you may need to go back and create a pledge for that donor first, if you haven’t already!