How a Donor Adds a Pledge Gift Note

This article provides steps for a Donor to add a note to a gift when setting up a pledge.

Steps for a donor to add a pledge gift note:

  1. From the Fund page select the Fund and click on Give Now.

2. Enter Gift Amount, Gift Type (One Time or Recurring), Date, and Notes

Note* The notes feature is only available if turned on for the fund.

3. Click on Continue.

4. Enter payment method.

Note* The gift can be edited or deleted if necessary by clicking on Edit or Delete on the summary card.

5. Select Continue to complete the gift.

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





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