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    Pledge Processing Steps
    • 22 Apr 2024
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    Contents

    Pledge Processing Steps

    • Updated on 22 Apr 2024
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    Article summary


    Pledge Processing Steps

     

    Step

    Module

     

    1

    Create a Profile record for the Donor (if not on file).

    Refer to Profile Entry in the Profile Management module for more information.

    Pledges, Gifts, or Profiles

    2

    Create the Donor record (if not on file).

    Refer to Creating a Donor Record in the Donor and Gift Management module for more information.

    Pledges, Gifts, or Profiles

    3

    Add a Fund record and autobuild General Ledger Accounts (if the Fund is not already on file).

    Refer to Creating a Fund Record and Autobuilding G/L Accounts in the Fund Management module for more information.

    Funds

    4

    Enter the Pledge.

    Refer to Pledge Entry for more information.

    Pledges

    5

    Run an error-free Pledge Edit report.

    Refer to Running the Pledge Edit Report for more information.

    Pledges

    6

    Export Pledge Acknowledgments.

    Refer to Running the Pledge Acknowledgment Export for more information.

    Pledges

    7

    Export Matching Pledge Acknowledgment (if applicable).

    Refer to Running the Acknowledge Matching Pledges Report for more information.

    Pledges

    8

    Post the Pledge to History.

    Refer to Posting Pledges for more information.

    Pledges

     

    9

    Enter Gift to pay the Pledge installment.

    Refer to Recording Pledge Payments for more information.

    Gifts

     

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