How to View the Details of a Donor's Pledge


  1. Click to display the Pledge Management page.
  2. If you manage several organizations, select the desired organization from the Organization list.

By default, this page shows you pledges for the fund currently displayed in the Fund dropdown list. The default census filters are set to Family Status=Registered, Family Group=Active, and Pledge Type=Family.

  1. To locate the pledge, select the fund the pledge is associated with from the Fund list. Then, narrow down your search for the family making the pledge by selecting a setting for each of the census filters.
  2. Click .

The list is updated to show all pledges matching your filter criteria. As shown in the following example, selecting the All Souls fund produces the following list of pledges:

  1. To find the pledge record, use one or more of the column header filters.

That is, if you know the envelope number of the donor, type it in the Env# filter field. Or, if you know the last name, type the first few letters of the name in the Last Name filter field. The list automatically updates to show you all pledge records matching your search criteria.

Suppose that you want view details of a pledge made by the Badzinski family. To do this, type the letters "Ba" in the Last Name field. As shown below, the list updates to display pledge records for any family whose last name begins with "Ba" . The Badzinski family is one of the records found:

  1. To view the details for the Badzinski family's pledge, click .

The pledge record is displayed. For example:

 

Related Topics

About the Pledge Management Page

 

 

 

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