Entering & Managing Pledges

How to enter and manage pledges and pledge payments.

What is a Pledge?
A pledge is a constituent's commitment to make a contribution in the future. Pledges can be for a one time cash donation or in-kind gifts like services ...
Wed, Jul 22, 2026 at 12:39 PM
How do I create a pledge?
A pledge is a commitment by a constituent to contribute cash or in-kind items in the future. They can be made via a one-time payment or paid over time, like...
Wed, Jul 22, 2026 at 3:27 PM
How do I see the pledges for a specific constituent?
From the Pledges - Summary grid, you can see a row for each pledge that has been committed by your constituents. There will be a separate row for each pledg...
Thu, Jul 23, 2026 at 3:02 PM
Can a pledge or recurring payments be deleted?
Yes, but there are several options to manage a pledge that will no longer be fulfilled. 1. Delete an entire pledge when no payments have every been receive...
Thu, Jul 30, 2026 at 4:31 PM
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, Jul 29, 2026 at 3:09 PM
Can a pledge be a split gift?
Yes, a pledge can be a split gift. For more information on split gifts, please visit the folder covering Split Gifts.
Wed, Jul 29, 2026 at 3:33 PM
Can a pledge be a tribute gift?
Yes, a pledge can be a tribute gift. For more information on tribute gifts, please visit the folder for Tribute Gifts.
Wed, Jul 29, 2026 at 3:32 PM
Can a pledge have a matching gift?
Yes, a pledge can have a matching gift. For more information on matching gifts, please visit the folder for Matching Gifts.
Wed, Jul 29, 2026 at 3:34 PM
Can a pledge have soft credits?
Yes, a pledge can have soft credits. For more information on soft credit gifts, please visit the folder covering Soft Credits.
Wed, Jul 29, 2026 at 3:35 PM
Can a constituent have more than one outstanding pledge?
Yes, there can be multiple outstanding pledges for a constituent. From the Pledges - Summary Grid, you can see a list of all open pledges for each constitue...
Wed, Jul 29, 2026 at 3:37 PM