Pledge Information Fields

The larger portion of the View and Enter Pledges screen displays the pledge information for the individual or group selected in the Giver field. The following is a list of the fields that require you to enter information when you Enter Pledges:

Account

The name of the giving account. Click the dropdown button and select an account. If you have determined that you must Add an Account, click the Add button and add the new account.

Amount per Frequency

The dollar amount that the individual or group has declared to pledge at the frequency selected from the Frequency box. (NOT the total amount of the entire pledge.)

Frequency

How often the individual or group foresees giving the Church money. This selection determines the "Due-by Date" of each pledge. The choices are:

Flat — due once on the first day of the campaign, use for one year pledges

Annual — due once on the last day of each year of the campaign, use for multi-year pledges
Note:
Annual pledges will only show up on Donation Statements for the entire year, but not on partial year statements; try using Flat instead for a single year campaign.

Semi-Annual — due once every 6 months

Quarterly — due at the end of each quarter

Monthly — due once each month

Semi-Monthly — due twice per month

Bi-Weekly — due every other week

Weekly — due each week

Note:
Check the "Week day for weekly pledges" in Donations Settings if you are seeing 53 weeks instead of 52 which happens during or after a leap year.

Start Date

The beginning of the period in time that the individual or group is participating in the pledge to give towards the account selected in the Account box.
Note:
If you do not select a date from this box, the date on which the Pledge Campaign starts will appear by default.

End Date

The end of the period in time that the individual or group is participating in the pledge to give towards the account selected in the Account box.

Note:
If you do not select a date from this box, the date on which the Pledge Campaign starts will appear by default.

Use in Distrib?

Place a checkmark in this box if you would like to have the pledge be applied toward the Giving Distribution used when entering Donations on the Enter Donations screen.

Review the fields to verify that the information you have entered is correct.

Any frequency, quantity, or dollar amount that you entered will be calculated and immediately displayed in the following fields:

Total Pledged

When you make a choice from the Frequency and Amount per Frequency boxes, the software takes the dollar amount listed in the Amount per Frequency box and multiplies it by the number listed in the Total # Due box.

Total # Due

The total number of donations the individual or group will contribute to reach their pledge, based on the Frequencyand the Start and End Dates of their pledge.

Total Given

The dollar amount that the individual or group has already given towards their Total Pledged.

If there is more pledge information to be added for the individual or group, press the Add button to add a new line of information to the pledge record. Or, select a different individual or group from the Giver box.

If you would like to remove any lines from the pledge information you have added, press the Delete button.

Note:
On each line of pledge information, there is also an Undo button next to the Add and Delete buttons. The undo button will only reverse the last step and only when changing information.

Account	The name of the giving account. Click the dropdown button and select an account. If you have determined that you must Add an Account, click the Add button and add the new account.
Amount per Frequency	The dollar amount that the individual or group has declared to pledge at the frequency selected from the Frequency box. (NOT the total amount of the entire pledge.)
Frequency	How often the individual or group foresees giving the Church money. This selection determines the "Due-by Date" of each pledge. The choices are: Flat — due once on the first day of the campaign, use for one year pledges Annual — due once on the last day of each year of the campaign, use for multi-year pledges Note: Annual pledges will only show up on Donation Statements for the entire year, but not on partial year statements; try using Flat instead for a single year campaign. Semi-Annual — due once every 6 months Quarterly — due at the end of each quarter Monthly — due once each month Semi-Monthly — due twice per month Bi-Weekly — due every other week Weekly — due each week Note: Check the "Week day for weekly pledges" in Donations Settings if you are seeing 53 weeks instead of 52 which happens during or after a leap year.
Start Date	The beginning of the period in time that the individual or group is participating in the pledge to give towards the account selected in the Account box. Note: If you do not select a date from this box, the date on which the Pledge Campaign starts will appear by default.
End Date	The end of the period in time that the individual or group is participating in the pledge to give towards the account selected in the Account box. Note: If you do not select a date from this box, the date on which the Pledge Campaign starts will appear by default.
Use in Distrib?	Place a checkmark in this box if you would like to have the pledge be applied toward the Giving Distribution used when entering Donations on the Enter Donations screen.

Total Pledged	When you make a choice from the Frequency and Amount per Frequency boxes, the software takes the dollar amount listed in the Amount per Frequency box and multiplies it by the number listed in the Total # Due box.
Total # Due	The total number of donations the individual or group will contribute to reach their pledge, based on the Frequencyand the Start and End Dates of their pledge.
Total Given	The dollar amount that the individual or group has already given towards their Total Pledged.