Creating new Donation pledges
Use the New Pledge window to add pledges from a:
- primary contact
- spouse
- primary contact and their spouse jointly
- primary contact and another community member jointly
- spouse and another community member jointly.
Note: The Modify Pledge window is almost identical to the New Pledge window.
New Pledge window key fields and buttons
Fields
Field | Description |
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Name | Defaults to the name of the donor. |
Date | Date that the pledge was made. |
Appeal | Appeal that the pledge is being made in response to. See What is an appeal? |
Fund | Fund used to determine where the pledge is to be directed to when payment is received. See What is a fund? |
Amount | Amount pledged by the donor. |
Method | Method of payment to be used. |
Already Received | Amount already received against the pledge. |
Original Amount | Historical information about the original amount of the pledge. |
Anonymous Pledge | Select this flag if the donor does not want to be listed on reports or in publications, such your magazine. |
Joint Pledge | Whether the pledge is made jointly or not. Either:
|
Recognition | Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications. |
Frequency | Frequency of instalments.
|
Instalments | Number of instalments that the pledge is fulfilled in. Note: Only applies if instalments are used to fulfil the pledge. |
Next Amount | Amount of the next instalment, calculated based on the number of instalments and the pledge amount. |
Next Date | Date the next instalment is scheduled for. |
Comment | Comment about the pledge. |
Posting Number | If donor receipts are integrated with the Finance Cash Receipts program, this is the posting number that the donor receipts were entered into. See Entering cash receipts in the Debtors manual. |
Receipt Number | Receipt number issued. |
G/L Journal Seq | If donor receipts are integrated with the Finance Cash Receipts program, this is the general ledger journal sequence number used. |
Buttons
Button | Description |
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Locate the community member that is jointly making the pledge.
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