Pledge Basic Information
A pledge is a promise made by a donor to make a contribution of a specified amount in the future.
Tue, 16 Mar, 2021 at 11:14 AM
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, 16 Mar, 2021 at 11:16 AM
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...
Tue, 16 Mar, 2021 at 11:20 AM
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, 16 Mar, 2021 at 11:25 AM
You will find the Pledges grid by going to the Workspace Menu, hovering over Fundraising and then selecting Pledges.
Tue, 16 Mar, 2021 at 11:28 AM
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...
Tue, 16 Mar, 2021 at 11:56 AM
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...
Tue, 16 Mar, 2021 at 12:00 PM
Yes, a pledge can be anonymous. For more information on anonymous gifts, please visit: Could a gift be given anonymously?
Tue, 16 Mar, 2021 at 12:03 PM
Yes, a pledge can be a split gift. For more information on split gifts, please visit: Split Gifts
Tue, 16 Mar, 2021 at 12:09 PM
Yes, a pledge can be a tribute gift. For more information on tribute gifts, please visit: Tribute Gifts
Tue, 16 Mar, 2021 at 12:24 PM