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.

A donor may have a specific intention or purpose for their donation. Adding a note allows them to communicate this intention to the church, ensuring that their gift is allocated appropriately. Donors may wish to dedicate their gift in honor or memory of someone special, have specific instructions or preferences regarding how their donation should be used or managed, or sometimes donors may want to express their gratitude to the church or provide words of encouragement.

The notes feature must be enabled for a fund to provide the donor with a text box on that fund to make a special notation with their pledge.

Complete the steps for a donor to add a pledge gift note:

1. From the donor's Fund page locate the fund and click on the button marked Give Now or Give Another Gift to begin the process of giving a gift.

Begin Giving a Gift

2. If appropriate, from the drop-down menu, select an organization to which you would like to attribute a gift.

3. Enter the Gift Amount.

4. Determine the Gift frequency.

5. Select a Start Date.

Add a Note

6. If desired, enter a Note. (This is only viewable if the notes feature is turned on for the fund.)

7. Click on Continue. 
 

Complete the gift giving process.
 

8. Select a payment method from the drop-down menu.

9. Enter a checkmark in the box to donate an extra percentage to cover processing fees.
 

Note* The gift can be edited or deleted if necessary by clicking on Edit or Delete on the summary card prior to clicking the Give button and completing the process.

10. Click on the Give button to complete the process.
 

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