You will need the Full Write Pledges permission to perform this action.
Pledges can only be added as part of an existing campaign from Contributions > Pledges or within the Financial > Pledges tab on a person's profile. See this article for more information on adding giving campaigns.
Go to Contributions > Pledges from the left-hand navigation. This will show the list of existing campaigns. Note, that you can add pledges to a campaign at any time, even if the campaign is not currently active.
Open the campaign you wish to add the pledge to by clicking on either the name or the 3 dots at the beginning of the row and then "Edit". This will take you to the campaign details page. From here, you can add pledges in one of two ways:
By clicking Actions > Add pledge in the top right area.
Or by selecting the "Pledges" tab and clicking on the "Add Pledge" button.
Alternatively, you can go to the person's profile, visit the Financial > Pledges tab, and click on the "Add Pledge" button.
Regardless of the method you choose, a pop up will appear where you can enter the pledge details.
Note: when adding/editing a pledge, a message at the top lets you know the date range as well as which funds the pledge is for. This is taken from the campaign settings.
Regardless of which method you choose, a pop up will appear with the following fields:
Campaign - select the chosen campaign, which then indicates the Designation(s) involved. This is a required field.
Person - search for the person this pledge is for. This is a required field.
Include Household? - If enabled, donations from anyone in the person's family will count towards this pledge.
Notes - (under the more fields button) any notes you want to include with this pledge. This will only be visible to users with the Full Read Pledges permissions that do not necessarily include the person who pledged.
How Often? - how often the person will give the amount specified above. The default is "Anytime," meaning they will give the amount in one gift.
Interval Amount - the amount of money to give in each contribution.
Start Date - the starting date for the pledge. This cannot be earlier than the start date of the campaign.
End Date - the ending date for the pledge. If "How Often?" is anything other than "Anytime," you will have the option of ending after a specific number of contributions or on a specific date. The end date cannot be later than the end date of the campaign (even if you specify more gifts than fit in the date range).
Extra Amount - Enter any amount that the person wants to give above and beyond the Interval Amount that is not part of the recurring payments they may have. You'll see the "Expected Schedule" summary add the extra amount and calculate the final total for the pledge. Specifically, the calculation is [occurrences] x [amount] + [extra] = [pledged]
Note: The extra amount can be donated at any time within the pledge's start and end date and it will be considered "on time." Pledge progress (i.e. percent to completion) takes the total amount (recurring + extra) into account as expected.
Once the amount and recurring giving details are entered, you will see an expected schedule of contributions. As an example, the expected schedule below is for a pledge giving $75.00 given semi-monthly (1st and 15th of each month) 4 times.
Once you are finished, click on the "Save" button to add the pledge to the campaign.
Helpful Tips
When the pledge is added, any existing contributions for that person that match the campaign date range and designation(s) will automatically be credited to the campaign.
Combined giving statement settings within a person's profile do not impact how pledge contributions are applied to a campaign. Only setting a person's pledge to Include Household will allow family member contributions to apply to the household pledge. Household contributors are indicated in the tooltip in the pledge listing and person's profile.
