Pledges — creating, tracking, and custom schedules

A pledge is a commitment to give a total amount over time — "$1,200 over four quarters." The pledge itself isn't a gift; each installment is recorded as its own gift, linked back to the pledge.

Before you start

Venue Admin with canViewDonors, or Super Admin.

Creating a pledge

Go to AdminVenuesFundraisingPledges and click New pledge.

1. 1

   Search for the Donor, or add a new one inline.

2. 2

   Enter the Total commitment ($) and choose a Fund.

3. 3

   Pick a Schedule: One-time, Monthly, Quarterly, Annual, or Custom schedule. For Monthly/Quarterly/Annual, set the # of installments; for One-time or Custom, that field is hidden.

4. 4

   Set the First payment due date, and optionally an Appeal and Notes.

5. 5

   Click Create pledge.

Building a custom schedule

Choosing Custom schedule opens a row-by-row installment builder instead of an installment count:

1. 1

   Click + Add installment for each payment, entering a date and amount, or click Split evenly to divide the total commitment evenly across the rows you've already added.

2. 2

   Watch the running total — "Scheduled $X / $Y" turns red until the rows add up to the full commitment (within a penny).

Tracking a pledge

1Total commitment

2Balance

The pledge detail page shows four header stats — Total commitment, Paid, Balance, Status — and a schedule table of each installment's due date, amount, and status (scheduled, past due, or paid).

1. 1

   When a payment arrives, click Record payment on the pledge — it's one button at the pledge level, not a separate action per installment. Noctern applies it against the schedule and links the resulting gift back to the pledge.

2. 2

   If a pledge needs to end early, click Cancel / write off, then choose Write off (uncollectible — closes the pledge) or Cancel pledge (the donor is no longer committing) from the confirmation dialog.

Pledge reports

AdminVenuesFundraisingPledges → Reports has four tabs — Expected income, Aging, Open pledges, and Fulfillment — each exportable as CSV or XLSX. The Aging tab lists overdue installments with a running Total overdue.

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