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 the web view you can add the pledge.

From a pledge record in the 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, 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 the web view, you can add a pledge gift from the constituent's record, Fundraising, or Home.

Add pledges and generate installments

From the constituent's record, Fundraising, or Home, select Add gift.
Enter how much the donor gave and when.
Under Gift type, select Pledge.
Under Fund, select the fund that represents the gift.
From Pledge schedule, select the installment frequency requested by the donor.
- Single — One installment on the start date.
- Monthly — Installments are once a month from the day of the initial payment. If the initial payment date is the 31st of the month, subsequent payments will occur on the last available day of the subsequent months.
- Every two weeks — Installments are every 14 days and equal 26 payments a year.
- Quarterly — Installments are every three months.
- Annually — Installments are 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 are on the date you enter for each installment. To add new installments, select Add an installment.
Under Start date, select the date the pledge's payments will begin.
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 less.
In the schedule preview, review the date and amount listed for each installment.
If necessary, change the amount and date of an installment.
Select Save.

Add payments for constituents paying toward their manual pledges

Constituents can make payments toward their manual pledges.

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

Tip: From a constituent's pledge record, select Add payment to pay an installment.
Enter how much the donor gave and when.

Tip: If the constituent has outstanding pledges you would like to apply this payment to, select Apply this gift.
Select Pledge payment under Gift type.
Under Fund, select the fund that represents the gift.
To apply the payment to a pledge, select Apply to, then Select pledges.
Choose the pledge to apply the payment to.

Note: The gift amount automatically applies to the first unpaid installment. You can manually divide the gift to any unpaid installments. If you need to reset the gift’s distribution to the first unpaid installment, select Distribute.
Select Apply payment and save.

Add payments for donors paying toward a constituent's manual pledge

From the constituent's record, Fundraising, or Home, select Add gift.
Enter how much the donor gave and when.
Select Pledge payment under Gift type.
Under Fund, select the fund that represents the gift.
To apply the payment to a pledge, select Apply to.
Select Select pledges and choose the constituent whose pledge you are paying toward.
Select the pledge you want to contribute to.
Select Apply payment.

Note: The gift amount automatically applies to the first unpaid installment. You can manually divide the gift to any unpaid installments. If you need to reset the gift’s distribution to the first unpaid installment, select Distribute.
Select Save.