Organisations can receive a promise to make a donation at a later date often referred to as a pledge. Pledged donations are recorded in Vega against individual contacts and remain open until they are either fulfilled or declined. When a new pledged donation is entered, Vega will find any open pledges before recording the transaction.
Add New Pledged Donation
- Go to 'Contacts' section and click 'Add Payment'
- Select a 'Payment Type' of ‘Pledge’ (note that the payment type is now also set to ‘Pledge’)
- Enter the pledged amount
- Complete relevant transaction fields required and click 'Save'
- Pledged donations appear in a separate box from standard donations under the ‘Payments and Recurring’ tab
Fulfil Existing Pledged Donation
- Go to 'Contacts' section and click 'Add Payment'
- Select the Pledge you are fulfilling from the displayed table of Open Pledges
- Select the 'Pay Type' of the transaction you are processing (in full or part-payment)
- Complete relevant transaction fields required and click 'Save'
- You will now see 'Payment Successful' for this donation in the Pledge box under the 'Payments and Recurring' tab
Reporting
Vega has the following preset queries for pledges:
- Pledges – All
- Pledges – Declined
- Pledges – Open
- Pledges - Successful
There is also a Pledge Payments Report in the 'Reports' section showing pledge summary and details for specific periods.
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