Pledge Processing Steps

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