Donation Entry
Considerations for entering different donation scenarios for pledge campaigns, including entering pledges by a donor or donor's spouse, entering pledges by a third party, and entering pledges manually.
Crediting a pledge during Batch Manager Tool entry differs slightly based on whether the pledge to be credited belongs to the donor, the donor's spouse, or someone else.
Pledges by the Donor or Donor's Spouse
Credit the donation to the donor. To assign the pledge, select the appropriate pledge and tab out of the field. If the pledge is explicitly assigned using the Batch Manager Tool (BMT), the pledge may still be matched.
It is optional to assign the pledge in the BMT. If preferred, you can leave the Pledge field highlighted, finish processing, then finalize the batch. Pledges will be credited.
Use the Create Batch tool to either create the batch and link it with the associated donations or create the deposit with the defined date and link it with the associated batch, if you finalize the batch.
Pledges by a Third Party
If the pledge is towards a trip, memorial, or fundraiser, you may select the event associated with the campaign on the donation's distribution to find the correct pledge to credit in the BMT. The list of all donors with an active pledge to this campaign display.
If the pledge is towards a capital or budget campaign, you may not be able to use the event approach. Instead, write a note in the donation details Notes field. To assign pledge credit in the Platform later, go to the donation record and edit the correct distribution line.
If the pledge is towards a mission trip or other campaign associated with an event, you should set the event on the Donation Details tab even if you don't know which pledge to credit. The pledge that requires credit may not even exist yet in the system. You may process this batch completely. The donation can later be found on the Donations page in the view titled 4. Assign Pledge. This view shows any donation that has credited an event that is part of a pledge campaign without having been credited against a specific pledge.
Entering Pledges Manually
If needed, you can manually enter pledges by:
- Using the Make a Pledge widget.
- Manually adding a pledge record on the Pledges page.
Assign Donations to a Third-Party Pledge
- Enter the donation in the Batch Manager Tool.
- Click the Bookmarks icon
, and click Batch Manager.
- Click New Batch to create a new batch, or click the batch you want to add the donation to.
- Depending on the type of donation, click the Check, Cash, or Other button to add the donation.
- In the Donor/Env # field, select the donor who made the contribution.
- In the Program field, select the program associated with the pledge campaign.
- In the Memo field, make a note that you need to assign this donation to a specific pledge.
- Click Add.
- Process the BMT batch as usual.
- Click the Bookmarks icon
- Back in MinistryPlatform, click .
- Click the donation record to open it.
- Click the Distribution tab.
- Click the donation distribution record to open it.
- Click Edit Record.
- In the Pledge field, select the third-party pledge.
- Click Save.