How do I enter a pledge and pledge payment if I don't have the Pledge module?
  • 02 Jun 2023
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How do I enter a pledge and pledge payment if I don't have the Pledge module?

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Article summary

If I only manage a few Pledges a year, it is probably not practical to have the Pledge module. So how can Pledges be managed without it?

Answer:
If you do not have the Pledge module because you only have a few Pledges to manage a year, you can enter a Pledge in the Gift Module.  You will need to decide if the Pledge is going to be recorded as a Gift (recommended) and the Pledge payment as a Non-gift (recommended) OR the Pledge as a Non-gift and the payment as a Gift.

Since you don't want to double count the number of Gifts, one or the other can be identified as a Gift, but not both. In the instructions below, the Pledge will be considered the Gift. Enter a new Gift.
  1. Enter the Idcode of the Donor.
  2. Enter the Pledge Amount as the Gift Amount and the date the Pledge was made as the Gift Date.
  3. Code the Gift as a Pledge in one of the code fields in the Additional Detail area.  
  4. This will allow you to run reports in different ways to include or exclude Pledges and Pledge payments. 
  5. If you do not have a code to indicate a Pledge and Pledge Payment in the code table(s) you want to use, you'll need to add it.
  6. Type could be to indicate the Pledge (e.g. Pldg) and then the regular values for the payment (or, e.g. PldP for Pledge payment).
  7. Or Purpose could also be Pledge and Pledge Payment, or other values.
  8. In the Gift Comment field enter details of scheduled payments, etc.
  9. Enter the Pledge Receivable account as the debit account for the Pledge and the Pledge Income account for the credit.
  10. When entering the Pledge payment as a Non-gift, also code the Non-gift with appropriate codes and in this case, use the Pledge Receivable account as the credit.
If you don't want Pledges to impact General Ledger, you can use the Promise record to track Pledges instead since the Promise record does not create journal entries. 

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