DMO Pledges - Sustaining Gift: How to add a sustaining gift

How to add a sustaining gift

Sustaining gifts may be added outside of a batch, only if your Settings page is not marked to require batches for pledges. You must uncheck the option to require pledge batches found in settings.

  1. Go to the Pledges page.
    • Using the Navigator Bar, select Pledges.
      -or-
    • Using the Pledges Card, select Go to Pledges.
      IO_Pledges_Smaller.png
  2. If there's any doubt that this sustaining gift has already been added, search for the sustaining gift before adding. Select the Fund and the Gift Type of Sustaining Gift.
    select_sustaining_gift_in_filter_panel.png
  3. To add the sustaining gift, click the add action button in the upper right corner. IIf the plus sign is missing, you must uncheck the option to require pledge batches found in settings.
    add_sustaining_gifts.png
  4. Fill out all of the information for the sustaining gift commitment, similarly to how you would when entering pledge information. Do NOT put in an end date, however.
    • Once an end date is entered, the sustaining gift is flagged as having ended (even if the date is in the future).
    • Only once the sustaining gift has truly expired, should an end date be added.
      end_date.png
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