How to Create and Manage Pledges

Pledges help you to track donor promises.

To create a pledge:

  • Click Contacts in the main navigation bar
  • Navigate to the contact you want to add a pledge to
  • Click the Pledge icon
  • Enter in the pledge information and click Save

Pledges will allows appear at the top of the contact timeline until they are fulfilled.

To fulfill a pledge:

  • Using the Outstanding Pledge Smart Group, select the contact with an outstanding pledge
  • Navigate to the pledge
  • Click Mark as fulfilled 
  • Select “Fulfill Pledge.”
  • You will then get a popup where you can:
    • Edit the pledge details to turn it into a donation
    • Select the options icon  to remove the pledge if the donation was already logged in FundHero.

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