Crimson: Pledges

Entering a New Pledge

  • Click on the People tab and use the Search option from the menu on the left to find the People record to which you would like to add a pledge. Click  to open the record within your search results.

Note: If you are unsure how to use the search option, please see the Crimson: People Search guide on the HelpDesk.

Within a People record, pledges are managed under the   section. The Pledge tab shows a list of the donor’s pledges to date.

  • Click  to open an existing pledge to make any updates or  to delete a pledge.

 

  • Click  to create a new pledge. A new pledge window will appear.

 

The only required fields when creating a pledge are Amount, Date and Fund Code. However, if you also include Source Code, then the gift will auto-reconcile when a matching gift is entered into Crimson.  Without a source code to match the gift to the pledge, you will need to manually apply the gift to its appropriate pledge.

 

  • Pledge Amount: Enter the amount of the pledge in this
  • Pledge Date: Will automatically be filled with the current date, but a different date can either be entered or you can click the calendar icon to choose the date from a pop-up calendar.
  • Expect Date: Enter the date when the pledge is expected to be fulfilled in this field or click the calendar icon to choose from a calendar.
  • Fund Code: Choose the fund code for the pledge from the drop-down menu.
  • Source Code: Choose the source code for the pledge from the drop-down menu.
  • Club: You can attribute a pledge to a specific existing club.
  • Comment: Enter any additional information/note about the pledge in this field.

Received In-House:

If the pledge has been received, but has not yet been entered into Crimson, you can use the Received In-House area to note that it has been fulfilled. 

Enter the date of reception in the Date field or click the calendar icon to select the date from a calendar, and the gift amount in the Amount field. The pledge will still appear if you search for unfulfilled pledges, but the received in-house information will be visible in that search to avoid confusion about the status of the pledge.

Tracking:

To give credit for the pledge to a fundraiser, enter that fundraiser’s tracking number in the Track# field within the Tracking area and enter the amount of credit to be given in the Amount field. Under the Balance section, you can see what amount is still remaining after a payment with the same tracking # has been linked to this pledge.

Note: Be sure to always click  after you’ve entered or edited any information for a pledge.

Applying Payments to a Pledge

Gifts that match an existing pledge in source code, fund code, and exact amount will automatically be applied to that pledge, fulfilling it.  Gifts not marked with the same coding information or not matching in amount must be manually applied or linked.

  • To apply one or more gifts to a pledge, open that pledge and go into the  section. 
  • Under the Link Payment section, a list of existing gifts for that donor will appear. Click the  button to the left of the gift that you’re linking to the pledge. A confirmation message will appear asking, “Are you sure to add Payment?” Click Yes.

Click the  button to the left of a linked payment to remove it from the pledge. A confirmation message will appear asking, “Are you sure to delete Payment?” Click Yes.

 

Running the Paid Pledge Report (#264)

  • Click on the Reports tab and then the Income section. You can search for the Paid Pledge Report by entering some of the report’s name or report #264 in the Quick Search tool.
  • Place your mouse over the  report and click the button to open the Run Report window.
  • Click the drop-down menu for Pledge Date and choose a type of date range (e.g. On/Before), then enter the desired date or range of dates in the fields or by click the calendar icon and selecting the date from a drop-down calendar.
  • Click  and a list of pledges will appear that include the donor and pledge information. To open/save the list as an Excel file, click . You have the option to open with Microsoft Office Excel or save the file to your computer.
  • Click the button at the top left corner of the Run Report window and then  if you want to reset the search filters and re-run the report with different criteria.

 Running the Outstanding Pledges Report (#281)

  • Click on the Reports tab and then the Income section. You can search for the Outstanding Pledges Report by entering some of the report’s name or report #281 in the Quick Search tool.
  • Place your mouse over the  report and click the button to open the Run Report window.
  • Click the drop-down menu for Pledge Date and choose a type of date range (e.g. On/Before), then enter the desired date or range of dates in the fields or by click the calendar icon and selecting the date from a drop-down calendar.
  • Enter the corresponding Fund Code and Source Code in the report’s prompt.
  • Click  and a list of pledges will appear including the donor and pledge information. To open/save the list as an Excel fie, click . You have the option to open with Microsoft Office Excel or save the file to your computer.
  • Click the button at the top left corner of the Run Report window and then  if you want to reset the search filters and re-run the report with different criteria.

 

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