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.

Assigning the Pledge in the BMT is optional. 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 choose to finalize the batch.

If the pledge is towards a trip or a memorial or a fundraiser, you may find the correct pledge to credit by selecting the event associated with the campaign on the Donation's Distribution in the Batch Manager Tool. 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. Pledge credit can be assigned later in the Platform by locating the Donation record and editing the correct distribution line.

If the pledge is towards a mission trip or other campaign that is 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.

If needed, pledges can be manually entered in one of the following ways:

• Using the Make a Pledge widget.
• Manually adding a Pledge record on the Pledges page.