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 Development Manager.

This field accepts a null value. Duplicate External Pledge ID values are not accepted. If you try to save a value in this field that is already assigned to another pledge, the system displays a warning message.

Only users with Diocesan Admin or Development Manager > Development Admin access rights who also have permission to access the fund can change this value. For instructions, go to How to Change the External ID for a Pledge.

Name, address, and phone number of the donor. Includes the donor ID, a unique reference number that identifies the donor in your database and the pledge ID, a unique number assigned to the donor's pledge.

Click this button to open the Lifetime Giving window. This window provides detailed giving history for the selected donor. 

Name of the organization the donor is registered to.

Amount of the original 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.

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 a Donor's Contributions to a Pledge.

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

Inital Pledge amount + Adustment amount - Total Paid 

Date the pledge was made. 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.
  

Specifies the name of the parish that receives credit for the gift. Select the parish name from the dropdown list.

Identifies the appeal (the method used to solicit the gift).

Date that a thank you or an acknowledgement for the gift was sent to the donor.

If desired, enter the name of the institution, group, or individual that should also be recognized and specially thanked for the gift. For example, if a donor's gift was matched by their employer, use this field to indicate that a second thank you or acknowledgement to the employer was made.

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

If editing 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.

 The End Date field may or may not be visible in the pledge record. Visibility is determined by whether the Display End Date for Pledge Entry option (in the DM Options group) is activated 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 setting. For example, the installment amount for a $2400 pledge paid in 12 monthly payments is $200. 

Method used to fulfill the pledge. 

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.