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When you edit a pledge in Add/Edit Pledges, you can view a list of gifts applied to that pledge. Gifts are sorted by Post Date, and the total amount of all applied transactions displays in the Total Gifts field at the top.

In this window, you can attach additional gifts to the pledge or remove gifts from the pledge. When you attach gifts, the grid displays all unapplied gifts for the fund so that you can attach them to the pledge. You can also remove gifts to attach them to another pledge if you need to.

In addition, you can print a list of gifts applied to a contributor's pledge. When printed, the list includes pledge information as well as the post date and details of each gift attached to the pledge.

 To attach pledge gifts
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Add/Edit Pledges and click Go .
  3. To select a contributor, click Find Person or Find Org.
  4. In the Find Person or Find Organization window, select the contributor's name, then click OK. Select the pledge you want to attach gifts to, then click Edit.
  5. In the Edit Pledge window, click View Gifts.
  6. Click Attach Gifts.
  7. When the list of unapplied gifts displays, select the gifts you want to attach to the pledge, then click OK.

Overpaid Pledges

If you selected Overpay Current Pledges in Contributions Setup and attach a gift to pledge with a balance of zero, a confirmation message displays that the attached gift overpays the pledge.

 To print a list of pledge gifts
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Add/Edit Pledges and click Go .
  3. To select a contributor, click Find Person or Find Org.
  4. In the Find Person or Find Organization window, select the contributor's name, then click OK.
  5. Select the pledge you want to print gifts for, then click Edit.
  6. In the Edit Pledge window, click View Gifts.
  7. Click Print.
  8. When the report displays, click Print Report .
 To remove pledge gifts
  1. Under Manage Records, click the Contributions tab.
  2. In the drop-down list, select Add/Edit Pledges and click Go .
  3. To select a contributor, click Find Person or Find Org.
  4. In the Find Person or Find Organization window, select the contributor's name, then click OK.
  5. Select the pledge you want to remove gifts from, then click Edit.
  6. In the Edit Pledge window, click View Gifts.
  7. Click Remove Gifts.
  8. Under Selected, select the gifts you want to remove from the pledge, then click OK.
Additional Field Information

Description
Displays the fund's description.

Start Date
Displays the pledge's start date.

Stop Date
Displays the pledge's end date.

Frequency
Displays how often pledge amounts are due.

  • As Can — Due the last day of the pledge.
  • Bi-Weekly — Due every two weeks.
  • Monthly — Due each month.
  • One Time — Due immediately (at the start of the pledge).
  • Quarterly — Due every three months.
  • Semi-Annual — Due every six months.
  • Semi-Monthly — Due twice a month.
  • Weekly — Due each week.
  • Yearly — Due at the end of the year.

Giving Plan
If the pledge is a part of a giving plan, the giving plan displays here.

Amount
Displays the amount to be paid each period. For example, if the pledge is a one year pledge of $520.00 with a weekly frequency, $10.00 displays.

Additional Amount
Displays the pledge's additional amount, if applicable.

Total Pledge
Displays the total pledge amount, including the Additional Amount.

Total Gifts
Displays the total amount of gifts applied toward the pledge.

Pledge Balance
Displays the amount owed toward the pledge.