Development Maintenance - Pledges tab

Modified on Mon, 20 Apr at 12:06 AM

Use the Pledges tab to:

add pledges made by the:
primary contact
spouse
primary contact and their spouse jointly
primary contact and another community member jointly.
maintain details of pledges.

Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.

Opening the Pledges tab

To open the Pledges tab:

Select Module > Development > Development Maintenance from the main menu.
The Set Development Search Criteria window is displayed.
Select the donor or prospect. See Searching for donors and prospects.
The Personal tab of the Development Maintenance window is displayed.
Click the Pledges tab.
The Pledges tab of the Development Maintenance window is displayed.

Development Maintenance - Pledges tab key fields and buttons
Grid area fields
Two sets of grid areas are displayed. One for the:

primary contact on the left-hand side
spouse on the right-hand side, if applicable.

Field	Description
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.
Orig Amount	Historical information about the original amount of the pledge. If the pledge amount has changed, the Orig Amount field is highlighted yellow.
Cmp	Whether the amount pledged has been received in full or not. If so, the Cmp (completed) field is selected.
Received	Amount already received against the pledge.
Joint Name	Name of the person who the pledge is made jointly with, if applicable. If the pledge is made: solely by the primary contact, the field is blank jointly with the spouse, their first name is shown jointly with another community member, their name is shown.
Name	Name or names used in communications for the pledge being made. If the pledge is made: solely by the primary contact, their title, initials and surname are displayed jointly with the spouse, both their titles and initials, and surname are displayed jointly with another community member, both their names are displayed. Note: If a foundation is used at the time of the pledge, the foundation name is displayed instead.
Nxt Date	Date the next instalment is scheduled for. Note: Only applies if instalments are used to fulfil the pledge.
Nxt Amt	Amount of the next instalment, calculated based on the number of instalments and the pledge amount. This can be varied if required. Note: Only applies if instalments are used to fulfil the pledge.
Freq	Frequency of instalments. Note: Only applies if instalments are used to fulfil the pledge.
No	Number of instalments that the pledge is fulfilled in. Note: Only applies if instalments are used to fulfil the pledge.
Joint ID	Synergetic ID of the person who the pledge is made jointly with, if applicable.
Appeal Description	Description of the appeal that the gift is being made in response to.
Fund Description	Description of the fund which the gift is directed into.
Seq	Unique identifier for the pledge.

Buttons
Two sets of buttons are available. Depending on who is making the pledge, use the buttons on the:

left-hand side if the:
primary contact makes the pledge
couple make the pledge jointly
primary contact and another community member make the pledge jointly.
right-hand side if the:
spouse makes the pledge
spouse and another community member make the pledge jointly.

Button	Description
	Add a new pledge. See Creating new Donation pledges.
	Modify the highlighted item. The window is almost identical to the New Pledge window. See Creating new Donation pledges.
	Delete the highlighted pledge.
	Add a new pledge receipt. See Creating new pledge receipts.

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