Pledge Entry
Contents
Overview of FR025UPD
A pledge is essentially a promise to contribute a specified gift amount within a certain period of time. While it does not necessarily have to satisfy key stipulations of a recurring gift − such as a regular giving schedule and a defined giving period − in certain instances a pledge needs to contain these elements. For this reason, Pledge Entry in Connect-FR enables you to designate that a pledge will be met by means of either a one-time gift or a recurring gift.
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double-click Pledge Entry. You will see this screen:
In order to enter a pledge, you must first select the constituent or account. Type the PIN or Master ID in the appropriate field, or click the search icon to locate the constituent or account. Once you have selected the PIN/ID, you can click New to begin entering the pledge. When you click New, you have two options - one time or recurring:
New One Time Gift Pledge
When you click New, select One Time Gift Pledge. The screen will now enable for data entry:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Program ID | Type the program ID or click the list icon to select from a list of active programs in the system |
| Pledge date | Enter the date that the pledge was received. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Pledge amount | Enter the dollar amount of the pledge |
| Fulfillment date | Enter the date that the pledge was fulfilled. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Promo type | Enter the promo type code or click the list icon to select from a list of active promo type codes in the system |
| Country/Designation 1 | Enter the country/desig 1 code or click the list icon to select from a list of active country/desig 1 codes in the system |
| Program/Designation 2 | Enter the program/desig 2 code or click the list icon to select from a list of active program/desig 2 codes in the system |
| Designation | Text indicating how funds from the pledge are designated to be used |
| Use in letters and receipts | Selection indicating whether designation text should be included in letters/receipts acknowledging the receipt of gifts under this one-time pledge |
| Memo | A memo can be entered for the gift. This will default the memo on each gift applied to this pledge to this description |
When you have finished entering the information, click Save to retain the changes.
New Recurring Gift Pledge
To enter a new recurring pledge, click New and select New recurring gift pledge. The screen will activate for data entry:
There are two tabs on this screen: Pledge Entry and Line Items
Pledge Entry tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Program ID | Type the program ID or click the list icon to select from a list of active programs in the system |
| Pledge date | Enter the date that the pledge was received. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Pledge amount | Enter the dollar amount of the pledge |
| Payment amt | Enter the amount of the payment. This amount will automatically update by dividing the pledge amount by the number of payments based on the selections in the Program ID you selected |
| # Payments | Enter the number of payments for this pledge. This will default to the number of payments entered in the Pledge Program Maintenance |
| Start date | Enter the date that the pledges will begin. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Frequency | Click the drop down arrow to select the frequency of the pledge payments |
| Next date | This date will automatically calculate based on the start date and frequency selected |
| Fulfillment date | Date that the pledge will be fulfilled. This date will automatically calculate based on start date, number of payments and frequency selected |
| Renewal | Click the drop down arrow to select from a list of active renewal codes in the system |
| Statement freq | Click the drop down arrow to select the frequency in which the donor should receive statements |
| Pay by | Click the drop down arrow to select the method in which the pledge payments will be received |
| Generate a receipt letter | If selected, the system will generate a receipt letter when pledge payments are received |
| Letter | If your organization has configured multiple receipt letters and you have set up Letter Maintenance, leave this field at (Determine Automatically) to have the system automatically select the letter based on information you have entered on this screen. Otherwise, click the drop down arrow to select from a list of active letters in the system |
| Memo | A memo can be entered for the gift. This will default the memo on each gift applied to this pledge to this description |
When you have finished entering the information, click the Line Items tab.
Line Items Tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Amount | The amount field will default to be the full gift amount that you entered on the Gift Setup tab. However, you can modify the amount if needed. For example, if the donor indicated that half the gift was to be designated for a particular purpose and the rest for another, you can divide up the amount however needed |
| Promo type | Enter the promo type code or click the list icon to select from a list of active promo type codes in the system |
| Promo sour | Enter the promo source code or click the list icon to select from a list of active promo source codes in the system |
| Country (Desig 1) | Enter the country (designation 1) code or click the list icon to select from a list of active country/designation 1 in the system |
| Program (Desig 2) | Enter the program (designation 2) code or click the list icon to select from a list of active program/designation 2 in the system |
| G/L account | If your organization has configured promotion cross-reference, the G/L account will automatically populate when the promo type is selected. If it has not been configured, enter the G/L account for this gift or click the list icon to select from a list of active GL accounts in the system |
| Fund | If the gift has been designated for a named fund, you will enter that information here. Type the named fund code or click the list icon to select from a list of named fund types in the system |
| Appeal | If the gift is the result of a particular appeal, you can set that here. Type the appeal code or click the list icon to select from a list of active appeals in the system |
| Designation | If the donor mentioned a specific designation, you can add that information here |
| Use in receipt letter | If selected, the text entered in the Designation field will be included in the gift receipt letter |
When you have finished entering the information, click Save to retain the changes.
Viewing Payment Schedule
If you wish to view the payment schedule for a pledge, click View on the toolbar and select Payment Schedule. You will see this screen appear:
If you wish, you can right click on a column header on this screen and select Display in Spreadsheet. This will place the payment schedule in spreadsheet form for you to save or print as desired.
Terminating a Pledge
If you need to terminate a pledge, you can do so from the Pledge Entry screen. From the toolbar, click Actions and select Terminate Pledge. The system will display this message:
If you wish to terminate the pledge, click OK. The pledge will be marked as terminated:
