Add a Gift while Tracking a Pledge

This article explains how to immediately give a gift to complete a Pledge while tracking the Pledge.

Pledge information can be viewed on computer or mobile phone by donors if they are signed into their account. While they are viewing and tracking a pledge they can add a gift.

Here are the steps to Add a Gift while Tracking a Pledge:

1. From the public site go to My Gifts to view the Pledges Card.
2. On the Upcoming Gifts card click on the Add Gift button.

3. Select a Fund to add a gift.

4. Configure the gift by entering the Gift Amount, whether it is a one time gift or recurring, and the desired date.
5. Click on the Continue button to process.

6. Click on the Complete button on the Summary page.

7. A Thank You confirms the gift has been processed. Get back to the Funds list by clicking the Back to Funds List button.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

Check this out for more information on Tracking a Pledge, Cancelling a Pledge, Editing a Pledge, or Marking a Pledge Complete.

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