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.