Apply a Contribution to a Pledge

Add a contributor's regular contribution to the pledge of their choice.

To create and manage pledges, you must have the Enter Pledges permission set to Allow in your list of responsibilities. For more, see Responsibilities.
  1. Sign in as an administrator or user with the appropriate permission.
  2. At the top of any page, locate and open the individual's profile. Then, click the Giving tab within the profile.
  3. Click the ellipsis icon next to the gift you want to apply and select Apply to Pledge.
  4. Select a pledge to apply the gift to, and click Ok.

Apply a Non-Cash Gift to a Contributor's Pledge

To apply a non-cash gift to a contributor's pledge
  1. Sign in as an administrator or user with the appropriate permission.
  2. At the top of any page, search an individual's name, and select it.
  3. Click the Giving tab on the individual's profile.
  4. Click the ellipsis icon beside a non-cash gift, and select Apply to Pledge.
  5. Select a pledge to apply the gift to, and click Ok.