# Record and fulfill a pledge

Track a donor's promise to give, then turn it into a donation when the money arrives.

Source: https://www.fundhero.com/help/record-a-pledge/
Updated: 2026-10-20

A pledge records money a donor has promised but not yet given. Add one with **Add Interaction** > **Add Pledge**, and when the gift arrives use **Mark as fulfilled** to convert it into a donation.

## Record a pledge

1. Open **Contacts** and select the contact.
2. Select **Add Interaction**, then **Add Pledge**.
3. Enter the **Pledge Amount** and check the **Date**.
4. Optional: add details in **Notes**, and pick tags in **Search Tags** if your team has them.
5. Select **Save**.

Open pledges are pinned above the timeline ("added a pledge") until they are fulfilled, so they are hard to forget. To find every contact with an open pledge, use the **Outstanding Pledges** list in [Built-in smart lists](https://www.fundhero.com/help/built-in-smart-lists/#outstanding-pledges).

## Fulfill a pledge

1. Open the contact and find the pledge above the timeline.
2. Select **Mark as fulfilled**. The card changes to **Confirm Donation Details**.
3. Change the **Pledge Amount** or **Date** if the gift differs from the pledge. Only the amount and date are carried over to the donation. To add notes, tags or check details, edit the donation afterwards (see [Record an offline donation](https://www.fundhero.com/help/record-an-offline-donation/)).
4. Select **Save**.

FundHero shows "Pledge fulfilled. You can now edit this donation in the timeline", and the pledge becomes a donation.

If you already logged the donation separately, open the menu on the confirmation card and choose **Remove** to delete the pledge instead.

## Edit or remove a pledge

Select the three-dot menu on the pledge card and choose **Edit** or **Delete**.