PSFS Offering - Pledges: How to add a new pledge record for a family or a family member

How to add a new pledge record for a family or a family member

A pledge is a record of the amount a donor promises to give to a fund over a given period of time.

This article shows you how to add a pledge record for an existing fund. After you add a pledge record, you can post payments to the pledge.

To add a pledge record, you must have View plus Add/Edit access rights for Contributions tied to your login credentials. You must also have permission to access the fund for which you are adding the pledge.

  1. Go to the Offering Module and click the Pledges Tab.
    • By default, this page shows you the pledges for the fund currently displayed in the Fund dropdown list. The default census filters are set to FamilyStatus=RegisteredFamily Group=Active, and Pledge Type=Family.
  2. From the Fund list, select the fund receiving the pledge.
  3. (optional) Select one or more of the census filters to narrow down the list so you can work with certain families.
  1. To update the Pledge list, click View Pledges.

    • The list updates, showing the names of families and individuals matching your filter criteria.

    • If no pledge records are found, you will see the message: No Pledges found.
      newpledge.jpg

 

  1. Click + New Pledge (see image above).

    • The Pledge Family Search window displays. The loaded pledge list filters are shown at the top of the window. Records matching all of the filter selections are displayed in the list below.
    • In the following example, for the Ascension fund, all registered active families are displayed:
  1. From the list, locate the family or member making the pledge to the fund by typing your search criteria in one or more of the column header fields. You can search by using one or more of the column header filters. Each time you add a filter, the results are narrowed further to display only those families matching your filter choices.

  2. Select the desired family by clicking the radio button next to their name. Then, click Add Pledge.

    • The New Pledge window is displayed. In the Pledge List Filters section at the top of the window, the filter criteria you selected in the prior screen is shown. Beneath the filters, you can view details from the selected donor's record.  At the bottom of the window is an empty pledge form for you to complete.

      Note: If the family is making the pledge, leave the default value (Entire Family) in the "Post to" field. If it is a single family member making the pledge, select the member from the drop-down menu.
  1.  Verify the information in the Donor Record portion of the window is correct. 

    • If the Pledge is from a member of this family, change the 'Post to' field to the word 'Member' and select the correct family member.
    • If you are viewing the wrong record, click Cancel to return to the Pledge Family Search window. Your filter selections are still loaded.
    • If you are viewing the correct donor, complete the details in the Pledge Record portion to set up the pledge. 
  2. When done, click Add to save the pledge.
  3. Click Close to exit.
  4. If you want to view pledges for members as well as for families on the Offering → Pledges page, use Pledge Type "Both." You may also filter for only Family or Member.

 


Related Articles

How to adjust a pledge

How to post pledge payments (video) 

How to add pledge records (video)

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