Pledge Basic Information

Can a pledge have a matching gift?
Yes, a pledge can have a matching gift.  For more information on matching gifts, please visit Matching Gifts
Thu, Mar 15, 2018 at 4:40 PM
Can a pledge have soft credits?
Yes, a pledge can have soft credits. For more information on soft credit gifts, please visit Soft Credits
Mon, Mar 13, 2017 at 2:25 PM
Can a constituent have more than one outstanding pledge?
Yes, there can be multiple outstanding pledges for a constituent. They can be viewed by date in the Pledges or Gifts grid.
Wed, Jan 27, 2016 at 6:16 PM
How do I see pledge payments that are overdue?
The Pledges Grid in the Fundraising Module allows you to see and filter the pledges by the due date. To see overdue pledges you can filter the Due Date colu...
Tue, Jul 5, 2022 at 10:41 AM
Updating a Credit Card on a Recurring Donation
Once you have received the new credit card information from your Donor you can go into their record and enter the new information on the Payment Options t...
Thu, Oct 20, 2022 at 12:13 PM
Can I accept Online Pay Later Donations?
Yes, on a online General Donation form, Pay Later Donations can now be accepted. This type of donation will create a Pledge within the Donor’s Constituent r...
Mon, Apr 25, 2022 at 8:42 AM
Can I accept Pay Later Peer to Peer Donations?
Yes, Pay Later Donations can be accepted on Peer-to-Peer Donation forms. This type of donation will create a Pledge within the Donor’s Constituent record. T...
Wed, May 29, 2024 at 12:03 PM
How do I write-off pledge payments?
A pledge write-off will show that the pledge was originally made, however some, or all, of the payments were not completed. To write off a pledge, select th...
Tue, Jul 5, 2022 at 10:29 AM
How do I cancel a recurring donation/pledge?
Edit the pledge you wish to stop/cancel and perform the following steps: a) Set Perpetual? to NO if it is YES b) Select "Select Payment Me...
Tue, Jan 23, 2024 at 3:18 PM