Pledges

A pledge, or obligation, contains the details of all monies the account is committed to pay.

 

The Pledges form:

 

 The form is accessed from under the Financials category in the Forms panel.

 

 

The form displays both a Pledges and a Distribution panel. Select a pledge on the top grid to display any payments applied to it in the bottom grid.

 

The Pledges Data Entry Page:

 

The Pledge data entry form is accessed from the Add Pledge wizard.

 

 

Field Name	Description
Campaign ID	Earmark the pledge for a specific category or event such as tuition, dinner, general donation. The Campaign ID is specific to a year as well. The dropdown list will only include campaigns that are marked in code setup as active, and for which the user has security.   Note: If the account already has a pledge for the campaign chosen and the campaign is marked to warn of duplicate pledges, a message "A pledge already exists for this campaign" will display, warning of a possible duplicate entry. You may continue adding the pledge.
Campaign Sub-Code	Select the sub-categorization of the campaign, if applicable. A pledge does not require a sub-campaign.
Amount Pledged	The total pledge amount. If creating a schedule of obligations, due in installments, enter the total pledge.
Currency	The currency type of the pledge. This can be skipped if it is the same currency being used by the system.
Date Pledged	The date the pledge was made.
Date Due	The date the pledge is due. If scheduling the pledge in installments, enter the first installment's due date. The scheduler icon enables the pledge to be divided into installments, due over a period of time. Multiple pledges will be created, one for each installment. The Schedule Details page will display the pledge breakdown. The scheduler is enabled if the amount pledged is greater than 0.  If a schedule is created for the pledge, the scheduled icon icon will display.
Solicitors	The individual, or group, that solicited the pledge. Multiple solicitors may be selected by clicking on the multi-select dropdown. If the auto-value is set to be Dependent: Campaign ID,  the solicitors may be defaulted based on the campaign selected, or if the account has a primary solicitor. See Financials and Solicitors Integration.
Collection Solicitors	The individual, or group, assigned to collect the amount due on the pledge. This may be defaulted based on the solicitors selected.
Statement Notes	A memo that may be printed on the account's statement which will be seen by the account holder, such as in honor of an individual.
Internal Notes	A memo to print on internal reports regarding the pledge.
Pledge Type	Categorize the pledge.
Billing Cycle	Select the frequency of billing, for reference only. This may be used for querying purposes but will not have an effect on the pledge or bills. To schedule pledges, see the Scheduler in Date Due above.
Billing Address	Select the address for the bill to be sent, if different than the default mailing address only. Selecting an address will cause a separate bill to be generated for the pledge.
Invoice Status	Pledge status, Active by default.
Thank You Letter	A letter or document to acknowledge the pledge. This is for querying purposes only and will not generate a letter.
Source	The origin of the pledge.
Source Type	If the source selected has been set up to contain an sub-category of the source, select one as well.
Group Seq. #	The group of scheduled pledges to which the current pledge belongs. This will be 0 if the pledge is not part of a scheduled pledge. To remove a pledge from a schedule, remove the group seq. #.
Pledge Batch #	Select the batch, if being used to group pledges.