Basics

The Create Pledge Tool allows Users to easily enter pledges received on physical pledge cards.

• The Create Pledge Tool can be launched from the Contacts, Donors, and Pledges pages.
• The Tool can be launched from a page without making a selection or from an open record. If launched from an open record, the Tool will be prepopulated and no search will be required.
• Selecting Save will create the new Pledge. The form will remain open with all of the Pledge information intact, but a clear Contact field so an identical Pledge for a different Donor can be created.
• Selecting Reset clears the entire form so a completely different Pledge can be created.
• Selecting Close will close the form without creating a Pledge.
• If the Contact has a Donor record, a new Pledge record will be created and the Pledge fields will be populated with the information created in the Tool.
• If the Contact does not have a Donor record, new Donor and Pledge records will be created. The Donor record fields will be populated ...
  • Contact: The Contact record selected in the Tool
  • Stmt Frequency: Value from COMMON,DefaultStatementFrequency
  • Stmt Type: Value from COMMON,DefaultStatementType
  • Cancel Envelopes: False
  • Setup Date: Date the Tool was run
  • First Contact Made: Left blank

Initial Setup

The Create Pledge Tool is available on the Contacts, Donors, and Pledges pages for authenticated users with a Security Role permitting access to the tool. 

Using the Create Pledge Tool

1. Launch the tool:
   • Go to the Contacts/Donors/Pledges page > Tools > Create Pledge Tool, OR
   • Open desired Record > Tools > Create Pledge Tool.
2. If you didn't open the Tool from a record, search for the Contact/Donor.
3. Enter the required Pledge Information:
   • Pledge Campaign: Choose from a drop-down menu of Campaign Names for current and future Campaigns. This is the Campaign this pledge should go toward.
     
   • Pledge Status: Choose from a drop-down menu of pledge statuses configured in System Lookups.
   • Total Pledge: The total amount pledged for the entire duration of the Campaign.
     
   • Installments Planned: The total number of installments that the entire pledge will be paid in.
     
   • Installments Per Year: The number of installments that will be paid per year for the duration of the Campaign. For example, you would enter 52 for weekly gifts, 12 for monthly, 1 for annually, and so on. If the Campaign only lasts one year, this will be the same number as the Installments Planned.
   • First Installment Date: The date of the first installment payment.
     
     Note: Learn more about these fields here: Pledge Setup.
     
4. Add an optional Note.
5. Save.
   • The form resets with the same Pledge information and a cleared Contact field. This way, you can create a pledge with the same information for another contact.
6. If needed, click Reset to clear the entire form and create a new Pledge with different information.