Pledges Manager

Quick Answer: Pledges Manager

Pledges Manager tracks donor commitments before cash arrives—essential for accrual books and campaign forecasting. Enter pledge amount, expected date, donor, campaign, and installment schedule; summary cards show open pledges, total pledged, received, and outstanding. Record partial payments, write off uncollectible balances, and highlight overdue pledges in red so stewardship teams follow up before year-end close.

Open Fund Accounting → Pledges. Full Accrual posts pledges receivable and revenue at commitment; Hybrid tracks pledges without A/R until payment. The tool is hidden on Cash basis—set Hybrid or Accrual in Organization Settings. Fund accounting requires Plus or higher. Pledges feed A/R Aging and complement Donations Manager when gifts arrive. Overdue highlighting helps development staff prioritize stewardship calls before audit season when receivable balances must agree with the ledger.

Campaign managers can compare open pledges to Giving Overview without opening each donor profile during stewardship weeks.

Installment schedules help accrual organizations post receivable balances that align with campaign commitments recorded in development reports.

Pledges Manager

Pledges represent promises to give, distinct from grant awards tracked in Grants Receivable. Link pledges to campaigns for board and development reporting.

What You Can Do

• Create pledges with frequency or installment schedules
• Record partial payments and move status toward Fulfilled
• Write off or cancel pledges with audit-friendly history
• Search by donor name or campaign
• See overdue pledges with days overdue

Common Tasks

Record a multi-year pledge

1. Open Fund Accounting → Pledges and click New Pledge.
2. Select donor, campaign, total amount, and installment schedule.
3. Save; accrual orgs post A/R and revenue when policy requires.

Apply a check to an open pledge

1. Open the pledge and choose Record Payment.
2. Enter amount and date; status updates to Partial or Fulfilled.
3. Confirm the gift also appears in Donor Hub giving history.

Good to Know

Dashboard Quick Actions can surface overdue pledges for follow-up. For online pledge pages, see Pledge Campaigns.

Related guides

• Grants Receivable
• Recording Donations
• Pledge Campaigns
• A/R & A/P Aging Report