Set Pledge Options for Managed Pledges

This article provides steps to set pledge options for managed pledges.

An Online Giving Administrator can set the pledge options when adding a managed pledge.

Here are the steps:

1. From Giving go to Accounts.
2. Search for the Account, or if available in Recent Activity, click on the Managed Account to see the detail page.

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3. Click on the ADD GIFT button.

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4. Select Pledge from the drop down menu.

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5. Select the Fund Name. (Options may be customized for each fund.  The selected fund determines which pledge options are viewable.)

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6. Enter the pledge as desired. 

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7. Enter an initial deposit, dates, frequency, first and last installment

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8. Select the required pledge options for the donor.
9. Select Payment Method.
10. Click on ADD to process.

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Note* Pledge options can also be set when adding a managed pledge to a non-managed account. 

Click here for more information about Additional Pledge Options.

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

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