Create & Post a Pledge

Written by Nick Miles

Last published at: November 20th, 2019

Create and post charitable pledges from donors.

  1. Select Pledges from the Home page.
  2. Click Create.
  3. Enter the name of the profile that's making the pledge, and select from the list.
  4. Enter a Pledge Date (actual date when the donor pledged to donate).
  5. Enter a Destination Fund (fund where donations towards the pledge will go).
  6. Enter a Pledge Date (actual date when the donor pledged to donate), and Destination Fund (fund where donations towards the pledge will go). If the Donor wants remain anonymous, check the box next to Anonymous; then enter a Description of the pledge, the Number of Payments to be received, and the Payment Frequency.
  7. Click Process.
  8. Review the pledge and click Post.
  9. If there are open opportunities associated with the pledge profile, click link to link the pledge to an opportunity.

    The option to link a pledge with an opportunity will only display if the pledge has been posted. If the pledge is unposted, the opportunity will be un-linked from the pledge.