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Annual Appeals

Pledge Adjustments

Follow these instructions or our video to learn how to adjust a pledge in the Platform.

Sometimes life happens and a member can't fulfill their pledge. You can adjust or write off the remaining amount and reduce the total pledge amount. Don't worry, you can track the original pledge amount along with any changes.

For example, let's say David pledged $600 to your annual appeal. Later in the year, tragedy strikes David's family, and he can now only give $400 to the campaign. To track this change, you can add a pledge adjustment.

Adjust a Pledge

  1. In the navigation menu, click Contributions > Pledge Adjustments.
  2. Click New Pledge Adjustment.
  3. Select the pledge for the affected campaign.
  4. For the Pledge Adjustment Type, select Write-Off.
    Note: A write-off means you manually reduce the pledge amount at the pledger's request. There is also an option to auto increase, but this should only be used by the routine that detects when the donation amount exceeds the pledge amount and increases the pledge amount to match the total donations to the campaign.
  5. For Adjustment Date, select the date of the change.
  6. For Adjustment Amount, enter a negative number to indicate that the pledge amount is decreasing.
    If David pledged $600 but is now only able to give $400, the Adjustment Amount would be -200.
  7. For Prior Amount, enter the original amount of the pledge before this adjustment.
  8. Enter any additional notes about this adjustment.
  9. Click Save.

Pledge Adjustment Video

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Last updated: December 9, 2024