Add Reserved Funds

A constituent may ask to participate in a challenge, but without making a payment or signing a formal pledge agreement. In this case, you can add reserved funds as a placeholder for the constituent. The encumbered amount you enter for the constituent is counted in the Encumbered funds field in the summary view.

To add reserved funds, select Add, Reserved funds on the Encumbered Funds tab. Select the constituent and enter the amount to encumber.

Note: After you enter a pledge or the revenue you reserved for the challenge, you must manually delete the reserved funds. Challenge funds held in reserve are not available for other gifts until you remove the reserved funds.