Pledge Management from the Admin Dashboard

The Pledges Dashboard allows administrators to track, manage, and create donor pledges. From this dashboard, you can view the status of all pledges, monitor pledge fulfillment, and add new pledges on behalf of donors.

Accessing the Pledges Dashboard

To access the Pledges Dashboard:

1. Navigate to Payments in the Admin Dashboard.

2. Select Pledges from the dropdown menu.

Once on the dashboard, you'll see an overview of all pledge activity.

Understanding the Dashboard

The Pledges Dashboard provides a summary of your organization's pledges, including:

• Promised – Pledges that have been committed but not yet received.

• Collected – Pledges that have been received.

• Closed – Pledges that have been fully processed and finalized.

• Cancelled – Pledges that are no longer expected to be fulfilled.

The dashboard also displays a list of all pledges, organized by donor, making it easy to review pledge activity and track outstanding commitments.

Creating a New Pledge

To add a pledge on behalf of a donor:

1. Click Add Pledge.

2. Search for and select the donor. (You’ll also have an option to create a new donor profile if you can’t find an existing one.)

3. Click Continue.

4. Enter the pledge amount.

5. Select the fundraising page that should receive credit for the pledge.

6. Add any relevant notes regarding the pledge, such as expected payment dates or third-party payment information.

7. Save the pledge.

The pledge will immediately appear on the dashboard, and the Promised total will update to reflect the newly added commitment.

Assigning a Pledge to a Fundraising Page

When creating a pledge, you can designate which fundraising page will receive credit for the donor's commitment. Depending on your organization's configuration, available options may include:

• Easy Hosted Giving Page – Your organization's primary online donation page.

• Standard Giving Pages – Additional giving pages created for specific campaigns, funds, or initiatives.

• Peer-to-Peer Event Pages – Fundraising pages associated with peer-to-peer events.

Selecting the appropriate fundraising page ensures that the pledge is attributed to the correct campaign, fund, or event.

Linking a Pledge to a Peer-to-Peer Event Participant

If you assign a pledge to a Peer-to-Peer Event Page, an additional field will appear allowing you to select a specific participant.

To credit a pledge to a participant:

1. Select the appropriate Peer-to-Peer Event Page.

2. Choose the participant who should receive credit for the pledge.

3. Complete the remaining pledge details and save the pledge.

The pledge will then be associated with both the event and the selected participant, ensuring that fundraising totals and participant reporting accurately reflect the donor's commitment.

Pledge Management by a Peer-to-Peer Participant

While administrators can manage pledges across all fundraising pages and events, Peer-to-Peer participants can also track and manage their own pledges on behalf of your organization. This allows fundraisers to record donor commitments, monitor progress toward their fundraising goals, and update pledge statuses as donations are received.

Accessing the Pledges Portal

After registering for a Peer-to-Peer event and creating a fundraising page, participants can use the Manage My Fundraisers link provided in their registration email to access their fundraising dashboard.

The fundraising dashboard provides an overview of the participant's progress, including:

• Total amount raised

• Fundraising goal

• Progress toward the goal

• Amount collected

• Amount still promised through pledges

From this dashboard, participants can access their Pledges Portal, where they can view and manage all pledges associated with their fundraising page.

Understanding the Pledges Portal

The Pledges Portal provides participants with a centralized view of their pledge activity. In addition to a list of all pledges associated with their fundraising page, participants can view summary totals for:

• Promised pledges

• Collected pledges

• Closed pledges

This information helps participants track outstanding commitments and follow up with donors as needed.

Adding a New Pledge

Participants can record new pledges directly from the Pledges Portal by selecting Add Pledge and entering the donor's information, pledge amount, and any relevant notes.

The Notes field can be used to record important details about the pledge, such as expected payment dates, reminders to follow up with a donor, or special arrangements regarding how the donation will be delivered.

Once submitted, the pledge will appear in the participant's pledge list and be included in their fundraising totals.

Updating a Pledge Status

As donors fulfill their commitments, participants can update pledge records by selecting Edit from the Pledges Portal.

Participants may update a pledge to one of the following statuses:

• Collected – The participant has received the pledged donation from the donor.

• Cancelled – The pledge is no longer expected to be fulfilled.

Updating pledge statuses helps participants keep their fundraising records accurate and provides administrators with visibility into the status of outstanding donations.

Understanding the Closed Status

Participants cannot mark pledges as Closed.

The Closed status is reserved for administrators and indicates that the organization has received and fully processed the donation. After a participant marks a pledge as Collected, an administrator can review the pledge and update its status to Closed once the funds have been submitted and processed.

This distinction ensures that pledge records accurately reflect both donor follow-through and organizational receipt of funds.