Pledge Basic Information
A pledge is a constituent's promise to make a gift in the future. Pledges can be for a one time gift of cash or in-kind gifts like services or material...
Fri, Jul 1, 2022 at 4:02 PM
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 ...
Tue, Jul 19, 2022 at 1:16 PM
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
There are multiple ways to create a new pledge. 1. From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent,...
Tue, Jul 19, 2022 at 1:34 PM
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
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 constituen...
Thu, Oct 14, 2021 at 10:37 AM
Yes, a pledge can be deleted but it can also be modified by writing-off remaining payments. Note that deleting a pledge is a permanent action. To delete...
Tue, Jul 5, 2022 at 10:30 AM
Yes, a pledge can be anonymous. For more information on anonymous gifts, please visit Could a gift be given anonymously?
Tue, Mar 16, 2021 at 12:03 PM
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
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