How to Link a Promise to a Gift
  • 12 Feb 2024
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How to Link a Promise to a Gift

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Article summary

Answer:

When you enter a new gift in the gift module, there is no way to link that payment to a promise the way there is to a pledge. Promises were not designed to function in the same way that pledges do.  A gift can link to a pledge whereas a gift cannot link to a promise. There is no direct connect between a promise and a gift because promises are non-binding and not something that is tracked as a receivable whereas a pledge is something that needs to be tracked as a receivable on the books.


Linking a gift to a promise and reporting

In order to link a promise to gift, enter in the Promise ID# in the gift comments and then in the comments of the promise you could add the gift # indicating that the promise has been made. You would need to manually edit the promise with any changes.


Alternatively, you can create a Fieldmaker field in the Promises tab. Using Fieldmaker, you can add any fields needed such as Gift Number. Then you can create a data grid using those Fieldmaker fields for reporting.





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