Date

Date that the pledge was made.

Appeal

Appeal that the pledge is being made in response to.

See What is an appeal?

Fund

Fund used to determine where the pledge is to be directed to when payment is received.

See What is a fund?

Amount

Amount pledged by the donor.

Orig Amount

Historical information about the original amount of the pledge.

If the pledge amount has changed, the Orig Amount field is highlighted yellow.

Cmp

Whether the amount pledged has been received in full or not.

If so, the Cmp (completed) field is selected.

Received

Amount already received against the pledge.

Joint Name

Name of the person who the pledge is made jointly with, if applicable.

If the pledge is made:

• solely by the primary contact, the field is blank

  

• jointly with the spouse, their first name is shown

  

• jointly with another community member, their name is shown.

  

Name

Name or names used in communications for the pledge being made. If the pledge is made:

• solely by the primary contact, their title, initials and surname are displayed

  

• jointly with the spouse, both their titles and initials, and surname are displayed

  

• jointly with another community member, both their names are displayed.

  

  Note: If a foundation is used at the time of the pledge, the foundation name is displayed instead.

Nxt Date

Date the next instalment is scheduled for.

Note: Only applies if instalments are used to fulfil the pledge.

Nxt Amt

Amount of the next instalment, calculated based on the number of instalments and the pledge amount.

This can be varied if required.

Note: Only applies if instalments are used to fulfil the pledge.

Freq

Frequency of instalments.

Note: Only applies if instalments are used to fulfil the pledge.

No

Number of instalments that the pledge is fulfilled in.

Note: Only applies if instalments are used to fulfil the pledge.

Joint ID

Synergetic ID of the person who the pledge is made jointly with, if applicable.

Appeal Description

Description of the appeal that the gift is being made in response to.

Fund Description

Description of the fund which the gift is directed into.

Seq

Unique identifier for the pledge.

Add a new pledge. See Creating new pledges.

Modify the highlighted item.

The window is almost identical to the New Pledge window. See Creating new pledges.

Delete the highlighted pledge.

Add a new pledge receipt. See Creating new pledge receipts.