This article describes how Donors can update a Gift.
A Donor can update a pledge gift and make changes as their needs change.
Steps for the Donor to Update a Pledge Gift on the Public Site:
- Login to the Donor’s Account
- Go to My Gifts
- From the Upcoming Gifts card select the Gift that was set up to fulfill the Pledge and at the ellipses (3 vertical dots) select Update Gift.
- Make the desired changes on the Side Sheet. The changes may increase or decrease the Pledge.
- Checking the box Update pledge total amount will ensure the Pledge is also updated, not just the Gift.
- Click Update Gift. (The updated amount is viewable on Upcoming Gifts.)
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, Giving a Gift immediately to complete a pledge or Marking a Pledge Complete.