Fundraising Pledge Profile
A Pledge is a commitment from a donor to pay a specified amount over a set period of time. As such, a Pledge is anticipated donation revenue. Pledge revenue may be received in one payment, or in installments over a period of time. Further, pledges may be accepted as open orders or as direct invoices that affect A/R immediately depending upon the system options you enable.
This topic covers the information displayed in the profile and links to the topics describing actions that you can perform on the profile page.
Fundraising Pledge Profile Information
The Pledge Profile displays the following information:
| Field | Description |
|---|---|
| name | Displays the full name of the pledge originator. Click the linked name to go to the Constituent Profile page. |
| fund code | Displays the user-entered fund code for this pledge. |
| purpose code | Displays the purpose code that is connected with this fund. |
| campaign code | Displays the campaign code that is connected with this fund. |
| appeal code | Displays the appeal code that is connected with this fund. |
| recognition type | Displays the user-selected recognition type. Recognitions include, Outstanding Service, Timeless Support, and In Memorial. |
| solicitor | Displays the name of the individual who asked for this pledge. |
| anonymous? | Displays Yes or No. |
| pledge date | Displays the date that the pledge was originally made. |
| amount | Displays the total amount of the pledge. |
| renewable? | Displays Yes or No. |
Pledge Profile Actions
You can perform the following actions from the Pledge Profile:
- Edit the Profile
- Upgrade or Downgrade a Pledge
- Add a Payment
Pledge Child Forms
The child forms section of the Pledge Profile is divided into several tabs. Each tab contains child forms with information related to the Pledge Profile.
The following tabs are available:
- Pledge
- History
- Invoices
- Schedule
Pledge Tab
The Pledge tab contains child forms that list details about the pledge. The Pledge tab includes the following child forms:
- Constituent Gifts
- Order
- Order Detail
- Payment Orders
History Tab
The History tab contains one child form: the History child form
Invoices Tab
The Invoices tab contains one child form: the Invoices child form.
Schedule Tab
The Schedule tab contains one child form: the Schedule child form.