What Are Pledges & Targets and How Do I Add Them to Records?
First navigate the record you’d like to add the Pledge or Target to, then scroll down until you see the section. In the right corner of the section, click the Add option (+) and the window to add either a Pledge or Target will appear.
Pledge: If you speak with someone and they are unable to make a donation but would be willing to in the future, they are making a pledge for a donation.
Target: Sometimes you want to set donation goals for a certain entity. This allows you to create that target to reach for when fundraising.
In the window, use the slider to select Pledge or Target, depending on which transaction you’re creating. The Date and Amount are required but other fields are optional. The Owner menu allows you to choose who on staff will be responsible for making sure the target amount is met or contacting the entity to fulfill the pledge.
These Pledges can be tracked in ISP, allowing you opportunity to not only see if your committee is on track financially but also review donor pledges in order to get them fulfilled.