How to Add a Sustaining Gift
IMPORTANT
You cannot add a sustaining gift to a fund that is set up to require pledges.
You cannot add more than one sustaining gift by the same donor to a fund.
You must have Add/Edit permissions to add a sustaining gift to a fund.
- Open the Pledges page.
- In the upper-right, click
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. From the displayed menu select the Sustaining Gift option to display the Sustaining Gift Details page. - Select the fund and donor type.
- In the ID field, type the donor ID or use the search function to find the desired donor.
- Complete the remaining fields in the sustaining gift form:
An asterisk (*) indicates required information.
- Gift Date*: the date the donor makes the offer of the gift.
- Gift Notes: use this field to add details about the gift to aid with record keeping.
- Start Date*: the date payments to the sustaining gift 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. - End Date: skip this field when adding a sustaining gift.
The End Date field is used to cancel a sustaining gift (for instructions, go to How to Cancel a Sustaining Gift).
- Frequency*: the payment schedule. Select an option from the dropdown list to indicate how often the donor wants to make payments. Do not select One Time Gift or Blank because neither option applies to sustaining gifts.
- Installment Amt*: fixed payment amount made at regular intervals as determined by the Frequency option selected (see previous item in this list).
- Fulfillment Method*: method used to pay for the gift, for example, credit card or check.
- Statement Months: select the checkboxes to indicate which months the system should generate statements for the donor. To select all months, click the Select All button.
- Click
.
The system saves the sustaining gift record and assigns it a Sustaining Gift ID. Gift payments will be processed automatically beginning on the start date specified and according to the payment schedule selected.
Related Topics
How to Cancel a Sustaining Gift