Pledge Record Details

Name of the organization owning the fund to which the pledge is made.

Name of the fund associated with the pledge. Select the fund from the dropdown list.

Specifies how the contribution came into the system, for example, manual entry.

Unique number that identifies pledges imported from an online giving solution (for example, ParishSOFT Giving) that is outside of Offering. 

This field allows null values. 

Duplicate External Pledge ID values are not allowed. If you try to save a value in the field that is already assigned to a pledge, the system displays a warning.

Name and address of the giver.

Name of the organization the donor is registered to.

Amount of the initial contribution to the 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 to it.

Total amount paid against the current pledge.

Click to open the Contribution History window where you can view a list of contributions made to the pledge. The list shows the date of each contribution, the amount, the check number, and any notations made pertaining to it. For instructions on viewing the history of contributions to a pledge, go to How to View the History of Contributions Made to a Pledge.

The remaining amount owed toward the pledge. The formula for the pledge balance is as follows:

Inital Pledge amount + Adustment amount - Total Paid = Balance

Date the donor made the pledge. Type the date into the field or click  and select a date from the displayed calendar.

The system validates all pledge date entries. To be considered valid, a pledge date must meet these requirements:

• Have a future date two years or less from the current date.
• Have a past date 10 years or less than the current date.
• Use a four-digit year format: yyyy.

To help you enter a valid date, the system displays a warning message when a date that does not match the aforementioned requirements is entered in the following fields:

• Pledge Date and Start Date fields in a newly created pledge record.
• From and To fields in the date range filter on the Pledges page.
• Pledge Date and Start Date fields on the Batch > Details and the Batch > Postings pages.

Batch containing the pledge.

A text field where notes pertaining to the pledge can be recorded. 

If you edit a pledge, for auditing purposes, 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.

  This field may or may not be visible in the pledge record. Visibility is determined by the setting selected for the Display End Date for Pledge Entry option (in the Offering options group) on the Settings page.

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.

Specifies the number of contributions required to meet the pledge.

Fixed payment amount made at regular intervals as determined by the setting selected for the pledge frequency. For example, the installment amount for a $2400 pledge paid in 12 monthly payments is $200. 

Method used to fulfill the pledge. For example, direct debit and credit card.

Use the checkboxes to indicate the months a statement will be generated for the selected family or member.

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.