How To Create a Pledge

Panorama Donor Management defines a pledge as a commitment made by a constituent to your organization to donate a specified amount on a future date or dates. A pledged gift could consist of a donation to be made on one specific date, or spread out payments scheduled over time.  

Creating a Pledge

Step 1. Adding a Pledge: There are two ways of which a pledge can be created. You can first view a constituent profile and then click "Add Pledge" on the top right of their profile. 

Or you can click the Gifts section of Donor Management and select Add Pledge on the top right of the Gifts section. 

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 schedule for payment. Indicate when you will receive the first payment using the Start Date selection box, while also selecting the payment schedule (weekly, biweekly, monthly, etc). 

The Payment schedule will be indicated at the bottom of the page based on the selection made. You have an option to manually change the indicated dates on the schedule.

Step 4. Acknowledgement Information

Add to Thank you Letters: 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 Now: You also have an option to Acknowledge the Pledge now. It will give you the acknowledgement options

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 constituents record, along with adding it to your list of pledges already created in the database.