About the Pledges Page

To access the Pledges page, you must either have Organization Admin access rights tied to your login or Offering > View permissions. Access rights and permissions are granted to individual users in their staff records, accessed through the Manage Staff page in the Administration module. You must have Organization Admin rights to view the page and assign permissions. For details, see the online Help for the ParishSOFT Administration module.  

A pledge is a giver's promise to make a donation to a fund. A pledge can be paid with a single payment (one-time gift) or multiple payments (installments) that are spread out over a period of time until the commitment is fulfilled. 

A pledge record contains information associated with the specific pledge. You can view pertinent details, such as the name of the giver and the fund to which the pledge is made; the pledge schedule; the amount of the initial pledge and the amount outstanding; and the payment frequency. 

This is a global control that lets you select all records on the page at the same time. The system inserts a checkmark in the box next to each record to let you know which records are selected. If you select multiple records and then apply a command using one of the action buttons in the upper-left (for example,  Export), the command applies to the selected records only. 

To deselect all records, select the Select All checkbox again.

  You can use this global checkbox when you have a lot of records to select or when most records should be selected. You can then individually deselect the records you do not want to work with.

You can select individual records by selecting each record's checkbox. You can select as many records as you want. The system inserts a checkmark in the box next to each record to indicate it is selected.

The information icon  is situated to the right of the Search box. Place your mouse on the icon (without clicking) to see what type of information you can search for using the Search box.

You can search for a single pledge by typing the Pledge ID, Family ID, Member ID, Family Name, or Member Last Name into the Search box. You can type the full name or ID or a just few characters of the name or ID into the box. Then, click  to start the search. The list refreshes to show you the names of pledges matching your search criteria. 

For example, to find a pledge for Madge McClintock, you could enter any of the following search criteria: "Madge", "mcc", or "tock", to name a few.

To clear the search box, select the search criteria currently showing in the box, and then press the Delete key on your keyboard. 

On the right side of the toolbar, two buttons let you change the layout view. Each view has advantages and disadvantages, depending on the device you are using to view your data. Select the view that suits the device, your preference, and style for working.

Click the arrowhead next to an option to expand it and view its description.

 Card View (default) Card View (default)

 Grid View Grid View 

Click  to generate a Pledge List report (Excel or PDF). This report lists all of the pledges in your organization that match your filter criteria.

Click  Add New Pledge to open the Pledge Details page where you can add a new pledge record. To view explanations of the fields in the fund record, go to Pledge Record Details.

The filter button  opens and closes the Filters panel. This panel contains filters that you can apply to the Pledges list to find pledge records that meet a specific criteria. For more information on the Filters panel, go to 

 You can also click  to close the Filter panel.

  With the exception of the Fund filter setting, the system autosaves your filter and sort settings for the Pledges list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different computer, you may see different settings.

Click  to delete selected pledges from the grid.

Specify the sort order in which to display your results:  

• Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
• Descending: sorts alphabetic content from A to A and numeric content from 9 to 0 (highest to lowest).

Select the desired field in the pledge record on which to sort results:

• Description: pledge description.
• Pledge ID: unique number that identifies the pledge in your system.
• Start Date: the date the pledge commitment was made or the date the pledge was originally recorded in the system.
• End Date: the date the organization will stop associating contributions to the pledge even if an outstanding balance remains.
• Amount: pledge amount.

This list contains the funds that the logged-in user has permission to access. Select a specific fund to view its pledges or All Funds to view pledges for all funds.

Filters the records to show family pledges, member pledges, or pledges made by both members only, or both families and members.

Filters the records to show pledges by the selected family. Click  to open the Directory Search window. Use the fields to find the family whose pledges you want to view.

Filters the records to show pledges by the selected member. Click  to open the Directory Search window. Use the fields to find the member whose pledges you want to view. 

Filters the records  according to how the gift came into the system. For example, Manual Entry, Faith Direct, and Lockbox Import.

Filters the recorrds to show pledges made by registered families only, non-registered families only, or both registered and non-registered families.

Filters the records to show pledges made by families in the selected group. The dropdown list contains the family groups created in your organization.

Lets you search for pledge records by envelope number.

Shows the unique number that identifies the pledge in your database and the name of the donor associated with the pledge. Clicking the link opens the donor's pledge record.

The icon shown to the right of the donors name indicates the type of pledge:

•  : indicates a pledge made by a family. This type of pledge has both a Family ID and a Member ID associated with it.
•  : indicates a pledge made by an individual member. This type of pledge has a Member ID associated with it.

Name of the fund receiving the pledge.

A unique number that identifies the family in your database.

A unique number that identifies the member in your database.

The date of the original pledge commitment or the date the pledge was originally recorded in the system.

The date the organization will stop associating contributions to the pledge even if an outstanding balance remains.

Amount of the original pledge before any contributions or adjustments are made.

Shows the dollar amount of adjustments made after the initial pledge is recorded. Adjustments show as:

• Positive amounts to indicate an increase in the total pledge amount.
• Negative amounts to  indicate a decrease in the total pledge amount. 

Amount remaining to be paid toward the pledge.

Payment frequency (how often the donor pays installments). For example, monthly and quarterly.

Shows how the pledge came into your system. For example, Manual Entry, Faith Direct, or Lockbox Import.