Entering & Managing Pledges
How to enter and manage pledges and pledge payments.
To enter a pledge payment, add a new gift from the Constituents Grid in the CRM Module, the Gifts Grid in the Fundraising Module, or from the constituent...
Wed, Jul 6, 2022 at 11:35 AM
If a constituent has open pledges, when you add a new gift, a message highlighted in blue will appear at the top of the screen indicating open pledges. ...
Tue, Jul 5, 2022 at 1:03 PM
When recording the pledge payment, enter the amount received in the Amount field at the top of the screen. DonorView will apply this amount towards the next...
Wed, Jul 6, 2022 at 12:00 PM
If a donor pays more than the expected amount, you have the choice to treat the overpayment as an additional general gift or have it apply to the next payme...
Thu, Jul 7, 2022 at 10:53 AM
Yes, click on the pledge payment that needs to be changed from the Gifts Grid in the Fundraising Module or from the constituent's Gifts Tab. Make t...
Thu, Jul 7, 2022 at 11:01 AM
A pledge payment can be deleted from the Gift Grid in the Fundraising Module or in the Gifts Tab in the constituent's record. Select that specific pledg...
Thu, Jul 7, 2022 at 11:09 AM
Once you have received the new credit card information from your Donor you can go into their record and enter the new information on the Payment Options t...
Thu, Oct 20, 2022 at 12:13 PM
Yes, on a online General Donation form, Pay Later Donations can now be accepted. This type of donation will create a Pledge within the Donor’s Constituent r...
Mon, Apr 25, 2022 at 8:42 AM
Yes, Pay Later Donations can be accepted on Peer-to-Peer Donation forms. This type of donation will create a Pledge within the Donor’s Constituent record. T...
Wed, May 29, 2024 at 12:03 PM
If your organization tracks pledges in financial reporting, you may need to record any pledges which go unfulfilled as write offs. As you learned in the ...
Thu, Oct 9, 2025 at 8:47 AM