Pledge Schedule

When a donor commits to give in the future, you can view how many instalments they committed to pay (and how often) on the record of the pledged gift under Pledge schedule. To view the complete list of previous and upcoming payments — such as when you prepare for an interaction — select View full schedule. For each instalment, you can view pledge details such as how much (and when) the donor committed to pay and how much is outstanding.

When you add a pledge gift in the web view, you can set its installment schedule:

  • Single - One instalment on the start date.

  • Monthly — Instalments are once a month from the day of the initial payment. If the initial payment date is the 31st of the month, subsequent payments will occur on the last available day of the subsequent months.

  • Every two weeks - Instalments are every 14 days and equal 26 payments a year.

  • Quarterly - Instalments are every three months.

  • Annually - Instalments are on the same date each year. If the date isn't available, such as during a leap year, the payment occurs on the prior available date.

  • Custom - Instalments are on the date you enter for each installment. To add new installments, select Add an installment.

For more information, see Pledges.

Note: You can only edit unpaid installments.

  1. From the constituent's record, select pledge under Giving history.

  2. Under Pledge schedule, select Edit.

  3. Select the payment frequency requested by the donor.

  4. Select Save.

Tip: To help cultivate relationships with donors and acquire gifts, send friendly reminders of upcoming instalments 30 days before their due dates. For more information, see Pledge Reminder Best Practices.