Create a Pledge

Navigate to Pledges from the Home page. Select Create from the left-side menu. Search for the Profile making the Pledge and select the Profile from the drop-down list. In the Add Pledge window: Select a Pledge Date. Enter a Destination Fund. If the Donor wants remain anonymous, check the box next to Anonymous. Enter a Description. Select a First Pay...

Create a Pledge Payment

When you receive a payment toward an outstanding pledge that a donor made, you will need to enter it as a Pledge Payment. Navigate to Pledges from the Home page. In the Pledge Buckets window, select Open. Select the Pledge ID number. Click Add Payment in the left-side menu.  You will be redirected to the Donations (Pledge Payment) page where you can...

Edit Pledge Payment Schedule

If you want to edit a payment schedule or break up the pledge into multiple payments and payments dates: Navigate to Pledges from the Home page. Click the Pledge ID number. Select Edit Schedule from the left-side menu. In the Payment Schedule window, adjust the Date, Amount, or enter additional payments. Click Save. Note: The Pledge Payment Schedule...

Cancel a Pledge

If a Pledge is Open, you can cancel the entire pledge or individual line items.  Navigate to Pledges from the Home page. In the Pledge Buckets window at the top of the page, click Open. Select the Pledge ID number that you want to Cancel. To Cancel the entire Pledge: Click Cancel from the left-side menu. To Cancel individual line items: In the Payme...

Edit & Delete a Pledge

To Edit a Pledge: Navigate to Pledges from the Home page. Click the Pledge ID number. Click Edit from the left-side menu. In the Pledge window, edit the Description and/or Amount. Note: The Pledge Amount cannot be decreased; it can only be increased. In the Adjust Pledge Amount window, next to Adjust Date, select when you want to adjust the pledge a...

Create Receivable Accounts for Pledges*

A charitable pledge is an obligation for a donor to give money to the Community Foundation at a future time. Your Chart of Accounts will have two Accounts, one called “Pledges Receivable” (A) in Accounts Receivable and one called “Pledge Support” (R) which is a Revenue Account that will recognize incoming pledges or Pledge Contributions. These Accou...

Manage Pledges*

On the left menu within Pledges you will find several options you can use to manage, edit or cancel the pledge. You can Un-Post and edit the pledge Link a Donation to the Pledge Cancel the Pledge Make the Pledge Anonymous Add a Note or Attach a File...