Understanding Pledges

UNDER REVIEW

Aegis CRM lets you work with pledges and other types of recurring gifts. With Aegis CRM, there are four main types of pledges that you can use:

  • One Time
    A One Time pledge will be fulfilled with one payment.
  • Fixed Period
    A Fixed Period pledge will be fulfilled when all the payments have been made.
  • Goal Based
    A Goal Based pledge will be fulfilled when the total amount pledged has been received.
  • Open Ended
    An Open Ended pledge will be fulfilled when the pledge is marked as inactive.

You can enter pledges either through Rapid Entry or through Aegis CRM.