About the Pledges Page

Only users with DDM User access rights are allowed to access the DM Pledges page. Access rights are set in 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. 

The information icon  appears 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. 

Click  to to generate a Pledge List report (Excel or PDF file). This report lists all of the pledges 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 pledge record, go to Pledge Record Details.

The Filter Data button  opens and closes the Filters panel.

Specify the sort order of 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 dropdown list contains a list of the organization's 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 Pledges grid to show pledges associated with families only, members only, or both donor types. 

Filters the Pledge grid to show pledges only, sustaining gifts only, or both types of gifts.

Click to open the Directory Search window. Enter information into the fields to locate a specific family's pledges.

Click to open the Directory Search window. Enter information into the fields to locate a specific member's pledges.

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

Filters the Pledge list by OBO (On Behalf Of) organization, an organization in whose behalf a pledge is given. The OBO organization is given credit for the the pledge.

Type the first few letters of the organization into the box to search for the desired organization. When the name of the organization appears in the box, select it.

This is a global control located to the left of the ID column.  This checkbox 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 indicate it is selected.

To deselect all records, select the 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.

A unique number that identifies the pledge in your database.

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

•  : indicates a family pledge. This type of pledge has a Family ID associated with it.
•  : indicates a member pledge. This type of pledge has a Member ID associated with it.

A unique number that identifies the family in your database.

A unique number that identifies the member in your database.

Donor's last name. Click the link to open the pledge record.

Donor's first name. Click the link to open the pledge record.

Name of the fund receiving the pledge.

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 the pledge still has an outstanding balance.

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 can be:

• Positive amounts to increase the total pledge amount.
• Negative amounts to decrease the total pledge amount. 

Amount outstanding toward the pledge. 

Name of the organization a pledge is made on behalf of. The OBO (On Behalf Of) organization is given credit for the the pledge.

The method used to solicit a pledge. Examples of appeals include: direct mailings, in-pew solicitations, fundraising dinners, and auctions.

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

This field shows how the pledge comes into your system. For example, Manual Entry, Faith Direct, and Lockbox Import.