Pledge & Grants: Add/Edit Pledge
- This tutorial will cover how to add and edit a pledge from a contact’s record within Fundly CRM.
- To add a new pledge to a pre-existing contact’s record, start by navigating to the contact’s record in the Individual or Organization contact list as appropriate.
- From the Contact Details page for the contact, scroll down to the “Pledge Details” section and click on the Add(+) button.
- To edit a pre-existing pledge click on the Edit(pencil) button and in the resulting screen, mouse over the pledge you wish to edit and click on the Edit(pencil) button for that entry.
- You may also add a new pledge from this screen by clicking on the Add Pledge button.
- This will bring up the Pledge Details popup screen were you will enter the pertinent information for the pledge.
- In the “Amount” field enter in the total amount that the contact has pledged toward your organization.
- Next, in the “Start Date” field, set the date on which the pledge is to start.
- Based on the time frame that you next enter, the End Date for the pledge will be calculated for you.
- When you enter the Time Frame for the pledge you will enter it as a quantity of Weeks, Months, Quarters or Years.
- If you have opted to use the BlueFin Payment Gateway with Fundly CRM, you may use the “Process Payment Automatically” option to have payments toward this pledge automated.
- If you do not already have a credit card on file for the contact, the system will prompt you to enter the information for a credit card to keep on file.
- In the case of a Contingent Pledges mark the “Contingent Pledge” checkmark, and in the resulting fields indicate both whether the contingency conditions have been fulfilled and a description of what those conditions are.
- Once a new pledge has been saved you cannot change whether that pledge is a Contingent or Non-Contingent Pledge.
- Within the “Other Details” section on the right you may specify if the pledge is linked to a particular program, campaign, or event.
- Further, you may also enter a memo for the pledge for later reference or indicate that donations made toward this pledge are to be considered anonymous.
- In additional, as with donations, you may specify Solicited By, Soft Credit(s) and Tributes for a pledge.
- For more information on Solicited By, Soft Credit and Donation Tributes, please see the tutorial on Recording Gift and In-Kind Donations.
- Lastly, you may use the Attachment section to attach any documents to be recorded with the pledge; such as the original pledge card.
- When you have finished entering information for the pledge click the Save button.
- After a pledge has been saved, the system will automatically create a Schedule for the pledge, evenly distributing the total funds to be donated over the Time Frame of the pledge
- To remove an installment, click on the Delete(X) button for the installment you wish to remove.
- If you desire to add additional installments to a schedule, click the Add New Schedule(s)(+) button at the bottom of the list of installments.
- Having done this, the system will prompt you for a start date for the new installments, amount per installment, and the time frame for the new installments.
- Once done entering this information, click Add and the system will calculate and add the new installments to the schedule.
- To edit an installment Schedule Date or Amount, simply edit the respective field for the installment.
- When you have finished making changes to the installment schedule click the Save button.
- In the cases when you have changed a pledges installment such that the total of all installments is now greater or less than the previous pledge total, the system will update the total pledge amount.
- These upgrades and downgrades of a pledge will be recorded under the “History” section for the pledge for later reference.
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