Creating a Panorama Donor Management Pledged Gift

In Donor Management, a pledge is defined as a commitment made by a constituent to donate a specified amount to your organization at a future date or over a defined period. A pledge may be fulfilled through a single payment on a specific date or through multiple scheduled payments over time.

Step 1: Adding a Pledge
There are three ways to create a pledge:

• From a constituent’s profile, click “Add Pledge” in the top-right corner

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• Within the constituent profile, navigate to the Gifts tab and add a pledge

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• Go to the Gifts section in Donor Management and select “Add Pledge” in the top-right corner

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Step 2: Entering Pledge Details: You are required to enter the date that the pledge was made and the total amount pledged. You can also indicate the number of payments that will be made on the pledge as well as the Expected Payment Type. 

Step 3: Specifying Pledge Payment Schedule: If there will be more than one payment made on the pledge, you must specify a payment schedule. Indicate when you will receive the first payment using the Start Date selection box, while also selecting the payment schedule (weekly, biweekly, monthly).

Step 4: Acknowledgement Information: Choosing "Add to Thank you Letters” mailing list will simply add this pledge to the mailing list to be thanked. Once in that queue, you would go to the Mailings section of Donor Management and proceed with the pledge mailing process to send the letter. If you choose this option, the donation can automatically be set as “Acknowledged” once the mailing has been completed. Acknowledge Later: If you choose to acknowledge later, you will be able to choose a method of acknowledgment for the pledge at a later time.

Step 5: Saving the Pledge: After reviewing the details selected within this window, you can complete this process by selecting "Save". This will then add the pledge to the constituent's record along with adding it to your list of pledges already created in the database.