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. Locate and open the individual's profile, then click the Giving tab.
  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

  1. Sign in as an administrator or user with the appropriate permission.
  2. Locate and open the individual's profile, then click the Giving tab.
  3. Click the ellipsis icon beside a non-cash gift, and select Apply to Pledge.
  4. Select a pledge to apply the gift to, and click Ok.