Creating a Fixed Period Pledge

UNDER REVIEW

You can use fixed-period pledges for pledges that will be fulfilled when all of the payments have been made. An example would be a $2,500 pledge that the partner plans to make in five monthly payments of $500.

To create a fixed-period pledge, you need to do the following:

1. Click on the Manage Pledges link from the Actions panel of a partner's record:
   
   
   
   A screen similar to the following will be displayed if there are no existing pledges:
   
   
   And, a screen similar to the following will be displayed if a pledge is present:
   
   
2. Click either the Click here to add a new Pledge link or the Add link, depending on whether or not a pledge exists. The pledge entry screen will be displayed:
   
   
3. Choose Fixed Period from the Pledge Type dropdown menu.
4. Choose the frequency with which the payments will be made from the Frequency dropdown menu.  Currently, the following options are available:
   • Choose Daily if the partner plans to make a daily payment toward this pledge.
   • Choose Weekly if the partner plans to make a weekly payment toward this pledge.
   • Choose Bi-Weekly if the partner plans to make a payment every two weeks toward this pledge.
   • Choose Monthly if the partner plans to make a monthly payment toward his pledge.
   • Choose Semi-Monthly if the partner plans to make a payment every other month toward this pledge.
   • Choose Quarterly if the partner plans to make a quarterly payment toward this pledge.
   • Choose Bi-Annually if the partner plans to make a payment every six months toward this pledge.
   • Choose Annually if the partner plans to make a payment once a year toward this pledge.
5. Enter the number of installment payments that will be made in the Installments text field.
6. Leave the dates in the Date Pledged and Start Date fields.
7. Enter the amount of each installment payment in the Value text field.
8. Ignore the Pledge Program dropdown menu.
9. Enter the motivating appeal in the Motivating Appeal text field.  You can click on the binoculars to get the Available Appeals pop up window that you can use to select the motivating appeal:
   
   
10. Ignore the Active dropdown menu.
11. Choose the method of payment from the Payment Method dropdown menu. The options available will depend on the way your database is set up.  However, the following options are common:
    • Choose Cash if the payment was made with cash.
    • Choose Check if the payment was made using a check.
    • Choose CreditCard if the payment was made using a credit card.
    • Choose ElectronicFundsTransfer if the payment was made using Electronic Funds Transfer (EFT).
12. Check the Automatic Payment checkbox if the partner has authorized an automatic electronic payment.  Otherwise, leave the Automatic Payment checkbox unchecked.
13. Enter the payment token, if applicable, in the Payment Token text field.
14. Enter the credit card number or financial institution account number in the CC/Account # text field.
15. Check the CC Form On File checkbox if the partners credit card form is on file.  Otherwise, leave the CC Form On File checkbox unchecked.
16. Enter the credit card security code in the CC CVV/ABA text field.
17. Enter the expiration date on the credit card in the CC Expiration Date dropdown menus.
18. Enter the bank name, if applicable, in the Bank Name text field.
19. Enter the partner's first and last name in the First Name and Last Name text fields.
20. Enter the partner's address information in the applicable fields.
21. Click on the Save button.