Pledge List Instructions
The Pledge List allows you to keep track of your support based on how much each supporter has pledged or is giving. Maintaining this list is especially helpful when raising extra support that is not reflected in your average monthly support figure based on the past 12 months of actual support received. This list is required for appointees to determine their support level since they do not usually have 12 months of support giving history.
How do I use the Pledge List?
- To access your Pledge List, click “View Pledge List” in your Navigation Portlet.
- To add a new pledge, click the “New Pledge” button.
- Name: Enter an appropriate name for you to identify the supporter making the pledge.
- Frequency: Choose either monthly or yearly.
- Amount: Enter the amount of the pledge based on the frequency of giving.
- Related Constituent (optional): Choose your supporter from the list. Doing so will allow you to see a list of their past contributions after clicking “Save”.
- Inactive: Check when the pledge needs to be removed from your Pledge List.
- Save: Click “Save” to add the new pledge to your list. You can click on the down arrow next to “Save” and choose “Save & New” to move on to add another pledge.
- List: To return to your Pledge List, click List in the top righthand corner.
- To edit the details of a pledge within your list, click “Edit” next to the appropriate name, make the change, and click “Save”.
- To view the details relating to a pledge and the contributions given, click “View” next to the supporter’s name. Here you will also see a list of this supporter’s past contributions if you have selected their name from the Related Constituent drop-down list.
- To remove a name from the list, click “Edit” next to the supporter’s name and check the Inactive box. Click “Save”.
- To reinstate a name previously removed from the list, check the Show Inactives box in the bar above the Pledge List next to the printer icon. Click “Edit” next to the supporter’s name and uncheck the Inactive box. Click “Save”. Uncheck the Show Inactives box after you are done.
Where do I find the total from the Pledge List?
Your total monthly support calculated from the Pledge List appears in all your support budgets under the Support Level – Using Pledge List section.