Enable Pledges on Standard Donation Forms

You can create a Standard Donation Form dedicated to pledges. Donors can make a commitment to make pledge payments as a single gift, multiple installments on a regular basis, or without a payment.

  1. From Online Giving, select Donation forms.

  2. Create a new Standard Donation Form or select one to edit.

  3. From Get started, under Gift types, select Pledges.

  4. Select the fund for the commitments under Designations.

  5. From Payment and fees, select a payment configuration.

  6. If you want to accept direct debit, select Enable direct debit.

  7. From Form, hover over the gift amounts and select Click to edit.

  8. From Options, you can:

    • Change the gift types previously selected from Get started, under Gift types.

    • Change the layout of gift amounts under Ask ladder layout.

  9. From Pledge, you can:

    • Edit the button label.

    • Pledge amounts and add more pledge amounts under Pledge amounts.

    • Pledge descriptions for each amount if vertical layout is selected from the Options tab.

    • Enter a minimum gift amount when you select Enable donors to enter other gift amounts.

    • Select how often donors can choose to make their pledge payments under Pledge payment frequencies.

  10. Under Time limit for completing pledges, select when and how long payments process for pledges:

    • To control how often donors can make payments toward their pledge, under Pledge payment frequencies, select the intervals.

    • To control when the donor's pledge must be paid in full, under Time limit for completing pledges, select a date or time range.

      Note: The time limit begins when the donor loads the form in their browser and not from the start date.

  11. Under Collect payment method, select whether to let donors to pledge without making an automatic payment

  12. Select Done.