Entering & Managing Pledges

How to enter pledges, send reminders, and create reports

What is a Pledge?
A pledge is a constituent's commitment to make a contribution in the future. Pledges can be for a one time cash donation or in-kind gifts like services ...
Thu, 3 Sep, 2026 at 9:32 AM
How do I create a Pledge?
A pledge is a commitment by a constituent to contribute cash or in-kind items in the future. They can be made via a one-time payment or paid over time, like...
Thu, 3 Sep, 2026 at 9:41 AM
How do I see the pledges for a specific constituent?
From the Pledges - Summary grid, you can see a row for each pledge that has been committed by your constituents. There will be a separate row for each pledg...
Thu, 3 Sep, 2026 at 9:53 AM
Can a Pledge or Recurring Payment be deleted?
Yes, but there are several options to manage a pledge that will no longer be fulfilled. 1. Delete an entire pledge when no payments have every been receive...
Thu, 3 Sep, 2026 at 10:05 AM
Can a pledge be anonymous?
Yes, a pledge can be anonymous. For more information on anonymous transactions, please visit: Could a donation or transaction be done anonymously? 
Thu, 3 Sep, 2026 at 10:13 AM
Can a pledge be a split transaction?
Yes, a pledge can be a split transaction. For more information on split transactions, please visit: Split Transactions.
Thu, 3 Sep, 2026 at 10:13 AM
Can a pledge be a tribute?
Yes, a pledge can be done as a tribute. For more information on tributes, please visit: Tribute Transactions 
Thu, 3 Sep, 2026 at 10:13 AM
Can a pledge have a matching transaction?
Yes, a pledge can have a matching transaction. For more information on matching transactions, please visit: Matching Tansactions
Thu, 3 Sep, 2026 at 10:14 AM
Can a pledge have soft credits?
Yes, a pledge can have soft credits. For more information on soft credit gifts, please visit: Soft Credits
Thu, 3 Sep, 2026 at 10:14 AM
Can a constituent have more than one outstanding pledge?
Yes, there can be multiple outstanding pledges for a constituent. They can be viewed by date on the main Pledges or Transactions grid and in the constituent...
Thu, 3 Sep, 2026 at 10:14 AM