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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
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Pledge Batching

Create a Pledge Batch

Use the Batch Manager Tool (BMT) to add a batch of pledges or pledges and donations.

  • You must have the Batch Manager Pledges security role to do this.
  • You must have set up a donation source for the Default Pledge Source field.
When creating a pledge batch, you must enter the expected number of pledges and the total amount pledged for the batch. The number of pledges and pledge totals must match what's expected before you can finalize the batch, just like a donation batch. If your pledge batch also includes donations, the expected number of donations and expected donation total must also match before you can finalize the batch.

You must enter the total pledge, pledge frequency, and pledge duration for each pledge you enter. Once you enter that information, the BMT calculates the number of pledge installments and installment amounts for you.

  1. In the BMT, click the Pledges & Donations tab.
  2. Click New Batch.
  3. Enter the batch information.
    Note: Any default information is from those related records in the Platform.
  4. Click Save.
  5. Open the new batch.
  6. Click the Other tab.
  7. Enter your pledges.
    The BMT automatically calculates the installment donation amount for this pledge.
  8. Optional: To enter a pledge's initial donation, complete the Donation and Ref # fields.
  9. Click Add.
  10. Repeat this process until you've entered all the pledges and donations for your batch.
The following happens back in the Platform:
  • This creates a batch record in Contributions > Batches.
  • This creates a donation record in Contributions > Donations.
  • This creates a donation distribution record in Contributions > Donation Distributions.
  • If you created an initial donation for a pledge, this creates a pledge record in Contributions > Pledges.

Pledge Batch Fields

Donor
The person making the pledge.
Pledge Campaign
The pledge campaign this pledge goes to.
Pledge Status
The status of the pledge.
  • If it is Active, the pledge is still ongoing.
  • If it is Completed, the pledge has been fulfilled.
  • If it is Discontinued, the pledge was completed before meeting the total pledge amount.
  • If it is Pending, the pledge is still being processed.
Total Pledge
The total amount being pledged.
Installments Planned
The number of times planned for this donation to occur. This will be a number 1-12. For example, if your donor plans to break their pledge into four different payments, you'll enter 4 in this field.
Installments Per Year
The number of times per year this donation occurs.
Installment Amount
The amount of money per installment for this donation.
First Installment Date
The date the first installment of this donation was made.
Notes
Any additional comments about this pledge.
Gift Frequency
How often the donor plans to give this contribution, such as monthly, weekly, and so on.
Donation Source
How you received this donor's pledge, such as in person, a pew card, online, and so on.
Last Installment Date
The most recent payment of this donation.
Batch
The batch that this donation is a part of.
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MinistryPlatform
Batch Manager Tool

Last updated: November 14, 2025