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!

Where to Find Pledges

On the Contact Profile

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

In the Fundraising Tool

You can also locate all of your Pledges within Keela's Fundraising Tool:

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

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

Now, you can follow the usual procedures of Logging a manual donation. Look at our full summary of logging a donation here: Log a 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.