Pledge Record Details
A pledge is a commitment by a donor to give a gift and pay for the gift over a specified period of time. The pledge record contains details about the pledge, such as the name of the fund receiving the pledge, name of the donor, the total amount pledged and the balance owed.
The list below provides information about each field in the pledge record. Refer to this list when adding a new pledge or editing the details for an existing one. Click the arrowhead next to the field name to expand it and view its description.
An asterisk (*) indicates required information.
Name of the fund associated with the pledge. Select the fund from the dropdown list.
Specifies the ID to use when searching for givers. Select one of the following:
- Family ID (the default): uses the family ID to search for the giver in your database.
- Member ID: uses the Member ID to search for the giver in your database.
Donor ID. A unique reference number that identifies the member in your database.
Name and address of the donor matching the ID entered into the ID field.
Initial PledgeInitial Pledge *
Amount of the original pledge.
Shows the amount added to the initial pledge to either increase or decrease it.
Amount of the current pledge, calculated by taking the initial pledge amount and adding any adjustments.
Total amount paid against the current pledge.
Type your dropdown text here
Date the pledge was made. Type the date into the field or click 
and select a date from the displayed calendar.
Specifies the name of the parish that receives credit for the gift. Select the parish name from the dropdown list.
Identifies the appeal (the method used to solicit the gift).
Acknowledged DateAcknowledged Date
Date acknowledge for the gift was sent to the donor.
Secondary AcknowledgementSecondary Acknowledgement
If desired, enter the name of the institution, group, or individual that should also be recognized and thanked for the gift.
A text field where notes pertaining to the pledge can be recorded.
If editing a pledge, you must provide a reason for the change in this field.
The date payments to the pledge begin. Note that you can delay the start date by specifying a date in the future. Type the date into the field or click and select a date from the displayed calendar.
The date payments to the pledge end. Type the date into the field or click and select a date from the displayed calendar.
Pledge payment frequency, for example, monthly and quarterly. Select a frequency option from the dropdown list to indicate how often the giver wants to make payments toward the pledge.
Specifies the duration of the pledge in months.
# Contributions# Contributions
Specifies the number of contributions required to meet the pledge.
Installment AmtInstallment Amt *
Fixed payment amount made at regular intervals as determined by the setting selected for the pledge frequency setting. For example, the installment amount for a $2400 pledge paid in 12 monthly payments is $200.
Fullfillment MethodFullfillment Method *
Method used to fulfill the pledge.
Statement MonthsStatement Months
Use the checkboxes to indicate the months a statement will be generated for the selected family or member.
Initial ContributionInitial Contribution
Provides the following about the initial contribution if one accompanies the pledge:
- Amount: dollar amount of the upfront payment (sometimes referred to as the "down payment") given at the time the pledge is made.
- Contribution Type: payment method used to fund the contribution, for example, check or credit card.
- Check #: if paid by check, the sequential number appearing in the upper-right corner and at the bottom of the giver's check.
- Contribution Notes: a text entry field where additional details pertaining to the contribution can be recorded.
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