- The Pledges section of CC NonProfit lets you track the promises individuals or groups have made to make future donations to your organization, and record the progress made in fulfilling those promises.
- From the Home screen, click on the "Donations and Pledges" menu on the left. The Donations and Pledges lists will appear in the right-hand panel.
- Click on the Add button below the "Pledges" column. This will bring up a single "Pledge" screen.
- Select the person or group who is making this pledge by clicking in the "Contact" box.
- This will bring up a "Select Contact" window, which works just as it does when selecting a Contact for a Donation. Scroll through the list of contacts to find the contact you want and click on the name to select that contact.
- To narrow the list of Contacts you can also click in the Search box at the top of the Select Contact window and type letters of the first or last name of the contact you are looking for. Tab or click out of the Search box. Click on the name to select that Contact.
- If your search doesn't turn up the Contact you need, you can add the Contact to the system by clicking on the Add button at the bottom of the window. Type the name of the contact in the next window and click OK to select it.
- Enter the amount and date of the pledge in the "Amount" and "Date" boxes. Just as in the Donation screen, you can pick a date from a calendar by clicking at the right side of the Date box.
- If your organization separates pledges by accounts or funds, click on the "Account" box and choose the Fund to associate with this pledge from the list. If the Fund you need isn't listed, click the Add button to enter a new fund.
- If the pledge is linked to an event or a publication, click on the appropriate box to choose an event or publication from the list in the popup window. As with many other lists, you can add a new item by clicking on the Add button, typing its name, and clicking OK.
- Once you have linked donations to this pledge from anywhere in the system they will be listed in the Donations section at the bottom of this screen.
- You can also link a donation to this pledge from this screen by clicking on the Add button in the Donations section. This will take you to the single Donation screen, with some of the information already filled in. When you have entered the Amount, the Date, and the Type of donation, and anything else you want, click the Back arrow to return to the Pledge screen.
- You will see the new donation listed in the Donations section.
- Note also that the "Total Donations" box will show this donation. It will keep a running total of the donations made toward this pledge.
- From this Pledge screen you can add a new pledge by clicking on the "New Pledge" button in the gray Status Bar at the top of the screen.
- Use the orange triangle next to a box on the Pledge screen to jump to the details about that box. For instance, click on the orange triangle to get details about the Contact for the pledge, the Event associated, or the publication associated with the pledge. If there are donations listed, click the orange triangle next to any donation to see its details.
- Click the Back arrow in the gray Status Bar to return to the Pledge screen.
¶ Reviewing and Revising a Pledge
- From the Home screen, when you have selected the "Donations and Pledges" menu, you will see the list of all pledges in the right panel. To review or revise a particular pledge select it from the list, returning to the single Pledge screen.
- You can change any item you selected from a popup window by clicking again in the box you want to change and making a different selection.
- If you want to want to remove a selection completely, click on the "x" in the red circle to the right of that box. You can do this for the Account, Event, or Publication.
- When the "Total Donations" equals the amount of the pledge, click in the "Fulfilled" box next to the Amount and Date, to indicate that the Contact has fulfilled its promise for that pledge.
- From the Home screen, when you have selected the "Donations and Pledges" menu, you will see the list of all pledges. To delete a particular pledge select it from the list, taking you back to the single Pledge screen.
- Click on the "Delete Pledge" button in the gray Status Bar at the top of the screen. Confirm your intention to delete the pledge and the pledge will be permanently removed from the system.