How a Donor Adds a Pledge Gift Note
This article provides steps for a Donor to add a note to a gift when setting up a pledge.
Steps for a donor to add a pledge gift note:
- From the Fund page select the Fund and click on Give Now.
2. Enter Gift Amount, Gift Type (One Time or Recurring), Date, and Notes.
Note* The notes feature is only available if turned on for the fund.
3. Click on Continue.
4. Enter payment method.
Note* The gift can be edited or deleted if necessary by clicking on Edit or Delete on the summary card.
5. Select Continue to complete the gift.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.