Add a Pledge
Add a pledge for each contributor who wants to support a campaign.
- You must have the Enter Pledges permission to perform this task. See Responsibilities for more information.
By adding pledges to your campaign, you can track each contributor's pledge progress. Once a congregant has pledged to your campaign, their contribution is added to the campaign total.
- In the top-left corner, click your site name then Realm. Then click .
- Click a fund name.
- In the Add Pledge tab, enter the name or giving number of the person who made the pledge. As you type, possible matches display.
- Complete the remaining fields and click Add.
Set up an Online Gift for a Pledge
Set up an online gift on behalf of someone else, and apply it to their pledge.
- Allow admin giving in Giving Settings.
- You must be an administrator to perform this task. See Responsibilities for more information.
If a contributor has trouble giving online, a church administrator can enter gifts on their behalf using a paper authorization form. Contributors may call your office or stop by in person to change their giving information, or add a new gift—but doing so will increase the scope of your church's PCI responsibility.
If you have questions or are unsure about your church's PCI responsibilities, please contact Vanco's Compliance and Risk Management Department at 1-800-675-7430 or riskmgmt@vancopayments.com.
- In the top-left corner, click your site name then Realm. Then click .
- Click a fund name.
- In the Add Pledge tab, enter the name or giving number of the person who made the pledge. As you type, possible matches display.
- Enter the amount you want to give, and select the fund to give to.
- Optional: To give to a second fund, click + Give to an additional fund.
- Select the gift's frequency , and complete each field that corresponds with that frequency.
- Read Entering Gifts or Payments on Behalf of Someone Else, then download and complete the authorization form for each transaction. This page has important instructions on how to handle written authorizations for compliance with PCI and NACHA.
- Click Continue.
- Select the payment method the congregant requested you use.
- Optional: Select whether or not this congregant wants to offset processing costs.
- Click Give.