We know how important it is to be able to record and manage promised funding from your supporters. That's why Keela has created a Pledges feature to help you keep track of those promises!

Our Pledges feature allows you to capture those commitments by giving you a convenient place to store the pledge information on your contact's profile, and help you keep track of progress by connecting the pledge with donation and revenue payments that you log in Keela.

Where to Find Pledges

Navigate to Contacts in the Sidebar > Select a contact > Select the Fundraising tab > Select Pledges from the drop-down list. 

Creating a Pledge

(1) To create a Pledge, click the Add Pledge button. 

Note: If this is your first Pledge for a contact, an Add Pledge button will appear in the middle of the page in lieu of the Add Pledge button.

(2) Fill out the Pledges card that appears. 

A guide to the Pledge Information fields:

1. Pledge Name - The title of the Pledge.
2. Value of Donation - The value of the Pledge.
3. Pledge Type - Whether the Pledge is a donation or a revenue.
4. Start & End Date - Start date is the day the Pledge was made and the End date is the deadline for the Pledge. 
5. Attachments -Any documents you'd like to add.
6. Installments -Allows you to manually create single, one-time installments for your pledge, with a specific amount and date. For example: $5,000 on October 15th.
7. Payment Interval - Automatically generates a series of installments starting on a specific date, with a specific amount, according to a schedule you select. For example: $1000 every month, starting October 15, 2018.

A guide to the Pledge Associations fields:

1. Campaign - If the Pledge was made in response to or in connection with a campaign, select the campaign.
2. Impact Area - If the contact made a Pledge towards any Impact Areas, select the impact area. 
3. Soft Credit - If the contact who made the Pledge contributed in response to the efforts or influence of someone else, you can soft credit the Pledge to a contact in Keela, to acknowledge their role.
4. Source - Select a source if the contact who made the Pledge came from a certain source (e.g. online via Keela, a corporation, from a fundraiser, etc.).
5. Keywords - Any keyword related to the Pledge for reporting.
6. Notes - Additional notes for the Pledge.

Logging a Payment to a Pledge

(1) Select the specific Pledge you want to add a payment to > Click the Add Transaction button. 

(2) Fill out the Transaction card that appears. 

A guide to the Donation Information fields:

1. Gift Type - The type of donation: Money, In-kind, or Securities.
2. Total Amount of Gift - The value of the donation.
3. Payment Method - Payment method of the donation: Cash, Check/Cheque, Credit Card, Online, Online via Stripe, Online via PayPal, or Other.
4. Date Received - The date the Pledge was received. 
5. Donor Advantage -Applies to Pledges that are donations eligible for with advantage/ benefit only. If selected will ask for amount and description of advantage. 
6. Different Currency - Applies to Transaction made in a foreign currency. If selected will ask for original amount and original currency.

A guide to the Transaction Associations fields:

1. Pledge Installment - Select which Pledge installment the Transaction is for. 
2. Campaign - If the donation was made in response to or in connection with a campaign, select the campaign.
3. Impact Area - If the donation was towards any Impact Areas, select the impact area. 
4. Soft Credit - If the contact who made the donation contributed in response to the efforts or influence of someone else, you can soft credit the donation to a contact in Keela, to acknowledge their role.
5. Source - Select a source if the contact who made the donation came from a certain source (e.g. online via Keela, a corporation, from a fundraiser, etc.).
6. Keywords - Any keyword related to the donation for reporting.
7. Notes - Additional notes for the donation.

Editing a Pledge

To edit a Pledge > click on the specific Pledge> click on the Actions button. This will allow you to make changes to the Pledge information fields, cancel a Pledge, or delete a Pledge.