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Pledge Changes and Cancellations

Pledge Changes

  1. To make a change to a pledge, from the Pledge Records window, use the Filter option to search for the giver.

    Pledge Records window with the Filter option highlighted.

  2. Once the Giving Unit is selected, click Change.

    Pledge Records window with the change button highlighted.

  3. Make the necessary changes to the giver’s pledge.

    Pledge Records window in change mode.

  4. Save the record.

    Pledge Records window with the Save button highlighted.

Please note that changes to a pledge may impact the Pledge amount and Pledge Status.

Pledge Cancellations

There are a few ways to cancel a pledge.

Deleting a Pledge Record

  1. To delete a pledge, from the Pledge Records window, use the Filter option to search for the giver.

    Pledge Records window with the Filter option highlighted.

  2. Once the Giving Unit is selected, click Delete.

    Pledge Records window with the Delete button at the bottom highlighted.

  3. You’ll see a pop-up asking if you are sure you want to delete the selected record and all connected records. Click, Yes.

    Pledge Records window with the pop-up asking if you are sure you want to delete the selected record and all connected records with the Yes button highlighted.

Alter the Ending Date

This approach is useful if contributions have been made towards a pledge.

  1. From the Pledge Records window, use the Filter option to search for the giver.

    Pledge Records window with the Filter option highlighted.

  2. Once the Giving Unit is selected, click Change.

    Pledge Records window with the change button highlighted.

  3. Change the End Date of the detail line to indicate when the pledge was cancelled.

    Pledge records window with End Date highlighted.

A variation of this approach would be to change the pledge detail line to indicate a one-time pledge for whatever amount that may have been given.

  1. Save the change.

    Pledge Records window with the Save button highlighted at the bottom.

Tracking a Pledge Response

You can use this approach if you want to keep a record that a giver responded to the pledge drive but then canceled their pledge.

  1. From the Pledge Records window, use the Filter option to search for the giver.

    Pledge Records window with the Filter option highlighted.

  2. Once the Giving Unit is selected, click Change.

    Pledge Records window with the change button highlighted.

  3. Change the Freq. to Never and the Period Amount to 0.

    Pledge Record window with an arrow pointing to the pledge frequency and period amount fields.

  4. Save the change.

    Pledge records window with the Save button at the bottom highlighted.

You can use the Comments tab on the Giving Unit record to note this type of change.

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