Creating new Donation pledges

Modified on Mon, 20 Apr at 12:06 AM

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.

Opening the New Pledge window

To open the New Pledge window:

Open the Pledges tab of Development Maintenance. See Development Maintenance - Pledges tab.
The Pledges tab of the Development Maintenance window is displayed.
Determine whether the pledge:
• applies to the primary contact
• applies to their spouse
• is a joint pledge.
Depending on who is making the pledge, click the 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.

Tip: Press Alt + A if a pledge by the primary contact or a joint pledge is being made.
The New Pledge window is displayed.

New Pledge window key fields and buttons
Fields

Field	Description
Name	Defaults to the name of the donor. The name can differ from the donor's name. For example, a company donating on behalf of a parent.
Date	Date that the pledge was made. Defaults to today's date.
Appeal	Appeal that the pledge is being made in response to. See What is an appeal? Note: You can add new appeals directly to the lookup table. Right click on the Appeal field and select Add New Lookup Table Entry - luAppeal.
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. Tip: To write off a pledge that has not been honoured, set the amount to zero (0) but retain the amount in the Original Amount field.
Method	Method of payment to be used.
Already Received	Amount already received against the pledge. Note: Applies if you are modifying an existing pledge.
Original Amount	Historical information about the original amount of the pledge. Note: This field is automatically populated when you change the pledge amount and select Yes in the dialog window.
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: select the field, if the pledge is made jointly by the primary contact and either: their spouse another person. Use the button to locate this person. clear the field, if the pledge is made by either the primary contact or their spouse. Both names are listed in all reports, unless an anonymous receipt is specified.
Recognition	Clear the flag if the donor does not want to be recognised as a donor and listed on reports or in publications. Note: If a donor wants to be anonymous but recognised, their name is listed on reports as ** anonymous {}. You can determine if the donor will receive some form of recognition, anonymous or not.
Frequency	Frequency of instalments. Note: Only applies if instalments are used to fulfil the pledge. Either, choose: one of several instalment periods, such as: Yearly Half Yearly Quarterly Monthly. Varying, if the date is entered manually.
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. This can be varied if required. Note: Only applies if instalments are used to fulfil the pledge.
Next Date	Date the next instalment is scheduled for. Note: Only applies if instalments are used to fulfil the pledge.
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. If the donor receipts are integrated with the Finance Cash Receipts program, this is the receipt number of the donor receipts. See Entering cash receipts in the Debtors manual.
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
	Locate the community member that is jointly making the pledge. Tip: First select the Other radio button. This bypasses the button and displays the Find Name on Community window. Also, before clicking , you can: leave the Find field blank type part of the person's surname in the Find field type their Synergetic ID in the Find field. Based on the value in the Find field, either, the: Find Name on Community window is displayed Possible Name Match Found window is displayed.

Button

Description

Locate the community member that is jointly making the pledge.

Tip: First select the Other radio button.

This bypasses the button and displays the Find Name on Community window.
Also, before clicking , you can:

leave the Find field blank
type part of the person's surname in the Find field
type their Synergetic ID in the Find field.

Based on the value in the Find field, either, the:
Find Name on Community window is displayed
Possible Name Match Found window is displayed.