Add a Gift while Tracking a Pledge

This article explains how to immediately give a gift to complete a pledge while tracking the pledge.

Pledge information can be viewed on computer or mobile phone by donors if they are signed into their account. While donors are viewing and tracking a pledge they can add a gift.

Complete the steps to add a gift while tracking a pledge:

1. From the public site go to My Gifts to view the Pledges Card.

2. On the Upcoming Gifts card click on the Add Gift button.

3. Select a fund to add a gift.

4. Configure the gift by entering an organization if attributing the gift on behalf of one, the Gift Amount, Gift Type whether it is a one time gift or recurring, and the desired date.

5. Click on the Continue button to process.

6. Select Payment Method.

7. Click on the Complete button on the Summary page.

8. A Thank You confirms the gift has been processed. Get back to the funds list by clicking the Back to Funds List button.

Check this out for more information on Tracking a Pledge, Cancelling a Pledge, Editing a Pledge, or Marking a Pledge Complete.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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