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 and click on Give Now.
4. Configure the gift by entering the Gift Amount, Gift Frequency for whether it is a one time gift or recurring, and the desired date. The ability to view an Associated organization to attribute the gift on behalf of is only viewable if the feature is enabled for the fund first.
5. Click on the Continue button to process.
6. Select Payment Method. from the drop-down menu.
7. Click on the Give button to complete the transaction.
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.