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- Open a new record from the Pledges service.
- You can also open new Pledges record from Fundraising Campaigns or Fundraising Campaign Solicitors records.
- You can also open new Pledges record from Fundraising Campaigns or Fundraising Campaign Solicitors records.
- Select Individual Pledge or Corporate Pledge.
- For an individual pledge, enter a Contributor.
- For a corporate pledge, enter a Company and a Contact.
- Enter the fundraising campaign in the Campaign field.
- All pledges must be associated with a campaign. If some pledges are not applicable to any campaign, Aptify recommends that you create a Miscellaneous campaign to which these types of pledges can be linked.
- All pledges must be associated with a campaign. If some pledges are not applicable to any campaign, Aptify recommends that you create a Miscellaneous campaign to which these types of pledges can be linked.
- If this prospect has an assigned solicitor, enter that person in the Solicitor field.
- Select the Source for the pledge from the drop-down list.
- Select the current Stage for the pledge from the drop-down list.
- The options in this list correspond to the records in the Pledge Stages service (see Creating Pledge Stages).
- Typically, a pledge starts out in a verbal stage and later changes to a written stage once confirmed.
- If the contributor does not want to be included in donor lists, clear the Show in Donor List option. Otherwise, leave this option selected.
- If the contributor is a VIP donor, select the VIP option.
- On the General tab, enter the Date Sent and Date Received for the pledge.
- Change the Pledge Type to Volunteer Time.
- Enter the estimated Monetary Value of the donated time.
- Enter the number of hours donated in the Volunteer Hours field.
- Specify Giving Type information, if desired. See See Specifying Giving Type for for details.
- Specify Guest List information, if applicable. See See Specifying Guest Lists for for details.
- Specify Pledge Contacts, if desired. See Specifying Pledge Contacts for for details.
- Save and close the Pledges record.
- Modify the pledge as needed to reflect any changes in the donor's pledge before it becomes confirmed.
- Once the donor has confirmed the pledge, change the pledge's Stage to a stage that corresponds to the Written base stage. This locks down the pledge and prevents any further changes.