Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.
From the Contact record:
- Click on "Pledges" in the Screen View Sidebar.
- Click "Enter a New Pledge".
- Select a Campaign, Campaign Activity, and Fund from the drop-down menus. If a Campaign has a default fund selected, the fund will automatically be populated.
- Enter a Pledge Date. Today's date is entered automatically.
- Select a Solicitor, if any, from the drop-down menu. The names on this list can be edited by going to the Main Menu | Setup | Authority Files | Contacts.
- Enter the Amount (the full pledge amount), then enter the date the first payment is expected in the 1st Payment Date field. A value must be entered into these fields for the pledge to be posted.
- Enter the Number of Payments that can be expected, and a Payment Interval. PastPerfect will then generate the schedule of payments based on these fields. This schedule will divide the total amount pledged evenly between the number of payments.
- Enter Notes and In Memory of or In Honor of names, if applicable.
- If you do not want to send a reminder letter, check the "Don't Send Reminder" box.
- Click "Post".
Note: Posting the pledge simply creates a pledge record. If the contact is also making the first payment on a pledge, you will need to enter the payment under the Donations screen and apply it to this pledge.