How to Add an End Date to Pledges

When you need to close out all pledges to a fund, use the Add Pledge End Date button in the fund record. For example, before starting to enter pledges for 2022, you could add an end-date of 12/31/21 to all Offertory pledges that started in 2021 so that contributions received after that date are not posted to the 2021 pledges. These instructions show you how to end date pledges to a fund.

This process adds an end date only to those pledges to the selected fund that have no end date.

Open the Funds page.
Find the fund record whose pledges you want to end date. To quickly find the desired fund, use the Search or Filter function.

To find out what content a search accepts, hover your mouse over this input hint: .

A list of funds matching your search criteria is displayed.

Click the donor's name link to open the fund's record.
To add an end date to pledges that have no end date, complete the following:
1. Click to open the Add End Date Pledges window.
2. Enter your start and end date details in the Beginning and Ending date fields. The system will search for records with a pledge date that falls between those dates that also have no end date. (Note that the search includes records that match the beginning and ending dates in the date range specified.)
3. Click to run the search.
  
  The system displays the number of pledge records found within the date range specified that have no end date.
4. In the End Date to Assign field, enter the end date to assign to the found records.
5. Click .
  
  The system adds the end date to the records.
6. Click to close the Add End Date Pledges window.

How to Add an End Date to Pledges

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