Steps to Add a Pledge
Go to “Pledge Accounts”
In the left menu under Funds, click on Pledge Accounts and select the campaign (e.g., For new building).Click “Add Pledge”
Inside the pledge account view, press the “Add Pledge” button.Select the Member
Use the search bar to find the person who is making the pledge.Enter the Pledge Amount
Type the amount the member is committing to (e.g., $100).Choose the Pledge Type
From the dropdown, pick how often they will give:One-time
Weekly
Monthly
Quarterly
Annually
(Optional) Start Contribution From Start
Check the box “Contribute from start” if the pledge begins at the campaign’s start date and not today.Click “Add Pledge”
The pledge will be added to the list and will count toward the total goal.
Example
Pledger: John Doe
Amount: $100
Type: Monthly
Duration: Jan 1 – Dec 31 (12 months)
Total Pledge: $1,200
After Adding a Pledge
You’ll see the pledge listed with details like pledged amount, raised so far, and remaining balance.
Contributions will be tracked automatically.
You can edit or remove pledges at any time from the same view.