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.
Wed, Jan 27, 2016 at 6:11 PM
Can I export my Pledges?
You can export your pledge information to an Excel file by clicking on the Export to Excel button on the top right of the Pledges grid.
Wed, Jan 27, 2016 at 6:12 PM
How do I add a Pledge?
There are multiple ways to create a new pledge.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituen...
Wed, Jan 27, 2016 at 6:12 PM
How do I find the Pledges page?
Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of ...
Sat, Mar 12, 2016 at 9:03 AM
How do I see the pledges for a specific constituent?
Pledge information appears on both the gifts grid and the pledges grid. Pledges are a sub-set of gifts.   From the main Gifts grid, you can use the sea...
Wed, Jan 27, 2016 at 6:13 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 ...
Wed, Jan 27, 2016 at 6:14 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?
Wed, Jan 27, 2016 at 6:14 PM
Can a pledge be a split gift?
Yes, a pledge can be a split gift. For more information on split gifts, please visit Fundraising – Split Gifts
Wed, Jan 27, 2016 at 6:14 PM
Can a pledge be a tribute gift?
Yes, a pledge can be a tribute gift. For more information on tribute gifts, please visit Fundraising – Tribute Gifts
Wed, Jan 27, 2016 at 6:15 PM