Pledges

Pledges are commitments donors make to donate in the future with a single gift or through scheduled payments called installments. For example, if a donor pledges $1200 and plans to make 12 monthly payments of $100, in web view you can add the pledge, generate its installments, and track them as pledge payments.

To simplify processing pledges, donors can commit to a pledge amount and pay the installments automatically with credit and debit cards.

Tip: To learn how to create a Standard Donation Form with the pledge options and configure it, see Standard Donation Forms and Gift Options for Standard Donation Forms.

Note: In web view, the gift amount must equal the balance of the pledge it’s applied to. To apply a payment with fee coverage to a pledge, approve the gift as a one-time gift. In database view, manually apply the gift and fee coverage amount to the pledge installment.

From a pledge record in web view, you can view its:

• Pledge summary is how much the donor has paid, the balance that is left to pay, and their next installment.

• Pledge burndown is the donor's progress toward their commitment, alongside the installment schedule and detailed payment history.

  Tip: To view the pledge burndown offline, select its ... menu to print, download the chart, or download the results as a comma-separated values (CSV) or Microsoft Excel (XLS) file.

• Pledge schedule is how often the donor pays installments and how many they committed to pay. For more information about schedules and how to edit them, see Pledge Schedule.

  Tip: To view a list of the installments with details, such as the date, amount, and remaining balance select View full schedule .

In web view, you can add a pledge gift and payments from the constituent's record, Fundraising, or Home. For more information, see Add Pledges and Generate Installments and Add Payments for Manual Pledges.