How to Set Up Pledges

Setting up your pledges is a pretty simple process.

1. First choose the contact you want to set up as a pledge. (You may want to look at your monthly donations report to see who is giving to you monthly that you can set as a pledge.)

2. Then in the contact you can enter the pledge. Enter in the Frequency, and Amount. When you click on Start Date DonorElf will auto fill the date of the first donation from that contact. You can leave End Date blank, unless you know the pledge will end at a certain date.

3. Click on   Save Pledge

4. If you don't remember the amount of the pledge, the  Latest Transactions at the bottom will show you the latest donations from that contact, which you can use as your pledge amount.