Pledge Basic Information

What is a Pledge?
A pledge is a promise made by a donor to make a contribution of a specified amount in the future.
Wed, Jan 27, 2016 at 6:11 PM
What is the Pledges grid?
The Pledge grid is an overview of all existing Pledges, with the amount due, amount paid and remaining balance for each. You can find this grid by going to ...
Thu, Mar 15, 2018 at 12:10 PM
Can I export my Pledges?
Yes, you can export your pledge information to an Excel file by selecting Actions and then selecting Export To Excel File.  The excel spreadsheet should do...
Thu, Mar 15, 2018 at 12:19 PM
How do I add a Pledge?
There are multiple ways to create a new pledge.   1. From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent...
Thu, Mar 15, 2018 at 12:27 PM
How do I find the Pledges page?
You will find the Pledges grid by going to the Workspace Menu, hovering over Fundraising and then selecting Pledges.
Thu, Mar 15, 2018 at 2:22 PM
How do I see the pledges for a specific constituent?
Pledge information appears on both the gifts grid and the pledges grid. From any of the grids, you can use the search box or filters to find the constitue...
Thu, Mar 15, 2018 at 2:30 PM
Can a Pledge be deleted?
A pledge can be deleted from the Gifts Grid (not the Pledges Grid) by selecting that specific pledge and clicking on the trash can which is located on the f...
Thu, Mar 15, 2018 at 2:37 PM
Can a pledge be anonymous?
Can a pledge be anonymous? Yes, a pledge can be anonymous.  For more information on anonymous gifts, please visit Could a gift be given anonymously?
Thu, Mar 15, 2018 at 2:32 PM
Can a pledge be a split gift?
Yes, a pledge can be a split gift.  For more information on split gifts, please visit Split Gifts
Thu, Mar 15, 2018 at 4:37 PM
Can a pledge be a tribute gift?
Yes, a pledge can be a tribute gift.  For more information on tribute gifts, please visit Tribute Gifts
Thu, Mar 15, 2018 at 4:39 PM