Pledge/Promise Overview

Pledges and promises allow you to document a commitment from a donor to fulfill an obligation over a period of time. Pledges have an impact on the general ledger. Promises operate like pledges, but do not have an impact on the general ledger.

Pledges and Promises are tracked and processed using buckets which provide clarity of status and improve workflow. The following pledge/promise buckets exists:

• New
• Open 
• Paid

Create and Process Pledges/Promises

Pledges/Promises are created and managed on the Pledge/Promise page. Pledge/Promise payments can be managed individually per pledge/promise.

• Resources:
  • Cancel a Pledge/Promise
  • Create, Edit, or Delete a Pledge/Promise
  • Link Donations, Pledges, or Promises to Opportunities
  • Pledge vs. Promise vs. Opportunity

Pledge/Promise Payments

When a payment or donation is received as a fulfillment or partial fulfillment of a Pledge/Promise, the payment must be entered as a Pledge/Promise Payment. You can establish payment schedules and build templates for reminder letters about upcoming payments. 

• Resources:
  • Create a Pledge/Promise Payment
  • Edit Pledge/Promise Payment Schedule
  • Example Templates
  • Pledge/Promise Payment Reminder