Pledge Details

Field

Description

Pledge Date*

Date the pledge was received. This field defaults to the date from the last saved pledge. If no previous pledges are made to this fund, the field defaults to today's date.

Click and select the date. Alternatively, you can enter the date in mm/dd/yyyy format.

First Payment Date*

Date the first payment toward the pledge will be made. This field defaults to the date from the last saved pledge.  If no previous pledges are made to this fund, the field defaults to today's date.

Click and select the date. Alternatively, you can enter the date in mm/dd/yyyy format. The date you select must be greater than or equal to the pledge date.

This field is linked to the contribution record so that if you edit and save a change to the field, the system prompts you to ask whether you want the contribution record automatically updated. Click Yes to update the associated contribution record.

You cannot edit this field if the pledge or contribution is in a closed batch.

Down Payment*

Down payment amount.

Type the amount of the donor's down payment in this field.

This field is linked to the contribution record so that if you edit and save a change to the field, the system prompts you to ask whether you want the contribution record automatically updated. Click Yes to update the associated contribution record.

You cannot edit this field if the pledge or contribution is in a closed batch.

Payment Type*

Method of payment used by the donor.

Select one of the following: Cash (includes cash and checks), Credit, Matching Gifts, Soft Gifts, or Stock Gifts.

Check #

Check number if the pledge payment was made by check.

Type the check number in this field.

Post to*

Name of family member to attribute the pledge to.

Select family (the default) or the name of the family member from the dropdown list.

Batch

Batch containing the pledge.

Select the batch from the dropdown list. Only open batches are shown in the list.

Pledge Amount*

Total amount of the pledge.

Type the pledge amount in this field. This field accepts a negative value.

Adjustments

If you post a contribution to a fund that requires pledges and the pledge balance is currently zero dollars ($0.00) or a negative amount, the system automatically posts the contribution and records the amount of the overpayment as an adjustment to the pledge balance so that the balance is never less than zero. This field shows the amount of the adjustment.

Click the Adjustments link to view details associated with the adjustment.

Adjusted Balance

Read-only field.

The system calculates this value, which is equal to the pledge balance plus any adjustment amount.

Total Paid

Read-only field.

The total amount paid to date toward the pledge amount. The system calculates this value.

Click Total Paid to view the donor's pledge payment history.

Balance

Read-only field. Shows the balance owed on the pledge.

If you post a contribution to a fund that does not require pledges, the system automatically posts the contribution and but does not create an adjustment to the pledge balance, allowing it to go to less than zero. In this case, the negative pledge balance accurately reflects that the pledge is overpaid.

Frequency*

Select one of the following frequency options to indicate how often the giver wants to make payments:

• Annually: once a year (one payment per year).

• Bi-Monthly: every other month (six payments per year).

• Bi-Weekly: every other week (26 payments per year).

• Monthly: once a month (12 payments per year).

• Quarterly: once a quarter (four payments per year).

• Semi-Monthly: twice a month (24 payments per year).

• Weekly: once a week (52 payments per year).

# of Months*

Length of pledge period in months.

Type the number of months in this field.

Payment Amount*

Payment amount after the down payment is applied.

Statement Months

Check the months in which the donor would like to receive a statement. If the donor wants to receive a statement every month, click Select All. If the donor does not want a statement sent each month, select Clear All.

Pledge Notes

You can provide information that you want to store with the pledge. You can use this field to track reasons for any adjustments made to the pledge.