Enter Pledge

Use this process to enter pledges made by individuals or organizations. Pledges can be made to as many Purposes as needed. The same individual or organization can even make multiple pledges to the same Purpose.

Person Search

1. First, choose the Application from the drop-down list:
   • All Applications
   • Accounts Payable
   • Donors And Gifts
   • Payroll
2. (Required) Enter the Name to search. By default, the Name field searches for last names and organizations. To search for first and last names, enter your search in the "lastname, firstname" format. Enter an "*" to search all. Note: Search for just a first name by starting your search with a comma (e.g., ", James"). Display a complete list of names by searching for just a comma.
3. You can also search by City and State.
4. Click Search.
5. Select the name for which you are creating the transaction and click the Select button. Alternatively, click the Close link to return to the previous page without selecting a name.

Pledges Update

1. Enter the Envelope #. You can only enter the Envelope # if you do that instead of selecting the donor. Once the donor is selected, this field is informational only and cannot be changed here.
2. Check the Active? box if the pledge is active. Removing the check mark makes the pledge inactive and prevents it from displaying during Gift Processing.

Complete the information on the Pledge, ACH Information, Attachments, and Note tabs as appropriate.

Pledge Tab

The Pledge tab allows you to specify the details about the pledge.

1. Choose the Purpose for the pledge. Either start typing the purpose name and choose from the pick list, or type an "*" to list all purposes.
2. Choose the Motivation for the gift. Either start typing the motivation name and choose from the pick list, or type an "*" to list all motivations. Leave blank if the pledge applies to multiple Motivations.
3. Enter or choose the Begin Date. This field is required by the system and is used with the End Date to calculate the Duration.
4. Enter or choose the End Date.
5. Choose the Pledge Frequency. Frequency is another way of stating "how often" a donor will be contributing toward fulfilling a pledge amount.

6. Duration (e.g., 24 would indicate 2 years if the frequency is monthly). This field is figured by the system based on the Begin Date, End Date, and Pledge Frequency entered above.
7. Enter the Periodic Amount (e.g., 208.33). If entered, the Pledge amount is automatically calculated based on the frequency and duration.
8. Enter the Total Pledge amount (e.g., 5000.00). If entered, the Periodic Amount is automatically calculated based on the frequency and duration.
9. Choose the Project if gifts to this pledge should always have a Project associated with the record in the General Ledger.
10. Enter the Sub-Donor if applicable, or click to search for a name. You may delete a name in this field by clicking the icon. Adding a sub-donor to the pledge causes that sub-donor to auto-populate in the Distribution section of Gift Entry.

ACH Information Tab

The ACH Information tab is used to enter information on individuals who have chosen to participate in direct deposit of their gifts.

Note: Although ACH can be set up on pledges, this feature will be made available in a future release.

1. Choose Account(s) assigned, "not used", or "add new account".
2. Select the Account Type, "Checking" or "Savings".
3. Type the Bank Routing #. This is the transit/routing number of the receiving financial institution where the individual's account is held. This number is usually the first nine digits on the giver's checks.
4. Type the Bank Account # of the receiving financial institution. This is the checking or savings account number.

Attachments Tab

The Attachments tab allows you to attach files from your device or scan images using the Scanner.Client.exe program. See the Attachments help page for detailed information regarding the attachments feature.

Note Tab

Enter a note in the field provided if you wish.

Save/Cancel

When finished, click the Apply button to save changes to your transaction and start entering another, the Update button to save any information that has been added or changed, the Reset link to return the page to how it was before any changes were made, or the Cancel link to leave the page without saving and return to the previous page.

Updated June 10, 2026 06:39