Add Pledges and Generate Installments

Pledges let donors commit to giving over time, which strengthens long-term relationships and supports predictable funding for your organization. Installments break the pledge into manageable payments, making it easier for donors to fulfill their commitment while helping you track progress and maintain accurate records.

1. From the constituent's record, Fundraising, or Home, select Add gift.

2. Enter the gift amount and date.

3. Under Gift type, select Pledge.

4. Select the donor's payment method.

   Note: You can only add pledge payments to manual pledges. Automated pledges process credit or debit card payments on the donor’s chosen schedule.

5. Under Fund, select the fund that represents the gift.

6. From Pledge schedule, select the installment frequency requested by the donor.

   • Single — One installment on the start date.

   • Monthly — Installments occur once a month starting on the initial payment date. If the initial payment date is the 31st, subsequent payments occur on the last available day of each month.

   • Every two weeks — Installments occur every 14 days for 26 payments a year.

   • Quarterly — Installments occur every three months.

   • Annually — Installments occur on the same date each year. If the date isn't available, such as during a leap year, the payment occurs on the prior available date.

   • Custom — Installments occur on dates you enter. To add new installments, select Add an installment.

7. Under Start date, select the date the pledge's payments will begin.

8. Enter the number of installments and select Generate installments to create the payment schedule.

   Tip: If you choose Custom under Frequency, add each installment based on the donors needs.

   Note: You must enter an amount that is 99 installments or fewer.

9. In the schedule preview, review the date and amount of each installment.

10. If necessary, edit the amount or date of an installment.

11. Select Save.