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
- Open Contacts and select the contact.
- Select Add Interaction, then Add Pledge.
- Enter the Pledge Amount and check the Date.
- Optional: add details in Notes, and pick tags in Search Tags if your team has them.
- 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.
Fulfill a pledge
- Open the contact and find the pledge above the timeline.
- Select Mark as fulfilled. The card changes to Confirm Donation Details.
- 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).
- 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.