Pledges in Gracely are flexible: you can edit them, renew them for a new period, and fix gifts that landed on the wrong fund. Here's how each works.

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A member can't be added to a pledge for the same fund while they already have one covering an overlapping date range. When that happens, you'll see the message "This member has already active pledge with this fund" and the Add Pledge button is disabled.

① The message appears as soon as you pick a member who already has an active pledge with this fund. ② Add Pledge stays disabled.

This is expected, it just prevents two overlapping commitments to the same fund at the same time.

To let a member pledge to that same fund again once their current pledge period ends, create a new pledge account with a non-overlapping date range. As long as the dates don't overlap the previous pledge, Gracely will accept it and the member is pledged for the new period.

For the full setup, see How to Create Pledges for Members.

Both pledges and campaigns (pledge accounts) are editable. Inside a campaign, use Edit campaign in the side menu, or open the ⋯ menu on a pledge and click Edit.

If a gift was recorded against the wrong fund, you can fix it without deleting anything. Open the person's Gifts tab, click ⋮ on the gift, choose Edit, change the Fund, and click Save Details. (Gifts can also be deleted if you'd rather re-enter one.)

① On the person's profile, open the Gifts tab. ② Click ⋮ on the gift. ③ Click Edit.

① Pick the right Fund. ② Save Details.

To review or reorganize the funds you're assigning gifts to, see How to create, edit, and archive funds.

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