Set up Custom Pledge Statements

This article provides steps to set up a customized pledge statement when setting up a fund.

A customized pledge statement can be set up and edited when the Giving Administrator sets up a new fund to remind donors about their pledges.

Here are the steps to set up a customized pledge statement:

  1. From Giving go to Funds.
  2. Click on either New Online Fund or New Internal Only Fund. (Begin to set up fund.)
  3. Within the form, select I would like to customize pledge statement emails.
  4. Click Preview to view email.
  5. Click Close Preview.A Giving Administrator can also send a customized pledge statement to a donor to remind them of the pledge they have set up.

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