How Can We Help?

You are here:

Add a Pledge

Pledges can be added from the Pledges section, or during a call using our Call Time Manager, or manually adding a call on a Person record.

Pledges can be associated with a Person, or an Organization, not to both at the same time. If someone at an Organization pledges both for the Organization and personally, you should create two Pledges to track both. This allows the Pledge to be automatically completed when one, or the other, give.

If someone pledges, and does not provide an amount, we recommend to mark that pledge as a $1 pledge, and add an estimated amount to the Expected Amount. This will allow the pledge to be completed on the first contribution, and provides all the details needed for your fundraising reports.

Next Pledge to Give
Table of Contents