Pledge Basic Information

Can a pledge have a matching transaction?
Yes, a pledge can have a matching transaction.  For more information on matching transactions, please visit: Matching Tansactions
Tue, 19 Jul, 2022 at 2:23 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
Tue, 16 Mar, 2021 at 12:38 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 main Pledges or Transactions grid and in the constituent...
Tue, 19 Jul, 2022 at 2:34 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, 19 Jul, 2022 at 2:58 PM
Updating a Credit Card on a Recurring Donation
Once you have received the new credit card information from your constituent you can go into their record and enter the new card.  A constituent may also up...
Thu, 20 Oct, 2022 at 12:21 PM
How do I write off a pledge?
A pledge write-off will show that the pledge was originally made, however some, or all, of the payments were not completed.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 ...
Tue, 19 Jul, 2022 at 3:55 PM