Add a pledge

1. From a constituent record, click Journal.

2. Click Add. The Add Journal Entry screen appears.

3. Select Pledge. The New Pledge screen appears.

   Tip: You can also access this screen from the quick add menu on the search results screen.

4. Complete the pledge details. For more information about the items on this screen, refer to Add a Pledge Screen.

5. For a pledge, if you enter a Pledged Amount and the first payment (Received Amount), enter the Gift Type information. When you enter a pledge without a received amount, you will enter gift type information when you receive payments for the pledge.

   Complete the schedule details under Pledge Information.

   Note: When you enter Tribute Information on a pledge, the information is applied to the associated payments. After you select a tribute account for a pledge, you cannot select a different account for the payments. If you want user-defined field information applied to associated payments, select Default to Copy Pledge Payment Defined Fields on Future Payments. You can edit user-defined fields for each payment. You can also enter Recognition Information and Soft Credit for a pledge. However, the information does not appear on the pledge payments. To track recognition or soft credit for payments, enter the information when you enter each payment.

6. To save the pledge, click Save And.

Note: After you add a gift, you can edit information about the transaction. If you use the attachments module, you can also add an attachment to a pledge after you create it. To edit a pledge, from the Journal screen on a constituent record, click the pledge you want to edit. For more information about the items on this screen, refer to Add a Pledge Screen.