Pledges (Promises to Give)

• Donors commitment to give a specific amount against specific campaigns
• Report on the progress of each pledge and the campaign as a whole
• Givecloud automatically updates the status and progress of your donor's pledge as they make payments throughout your system
• Donors can see their pledge progress through their donor portal
• Use SMS & Instant Messaging to collect new pledges (for example: "Text 'BUILD 500' (or any amount) to pledge $500 to our building fund!")

Managing Pledge Campaigns

Before you can start collecting pledges, you need to create at least one campaign that your donors can pledge against.  A campaign is a set of products/items that you are raising money against between two dates.  For example, you may have a 2020 Building Fund where you want to track all donations towards any building related items between Jan 1st 2018 and Dec 2020.

1. From the left menu, select Sell & Fundraise > Pledges.
2. Select 'Campaigns' (or Create a New Campaign).
3. Click the green + Add button at the top of the screen to add a campaign.
4. Give the campaign a name (this is what the donor will see they are pledging towards).  Set a start, end date and the items you want Givecloud to track the sales of.  When you're ready, hit Save.

Now you can start creating pledges.

Managing Pledges

Adding a Pledge

1. From the left menu, select Sell & Fundraise > Pledges.
2. Click the green + Add button at the top of the screen.
3. Select the Account you want to track the pledge against, and the campaign.  Provide the total amount of the pledge.
4. Click Save.

Editing or Deleting a Pledge

1. From the left menu, select Sell & Fundraise > Pledges.
2. Use the filtering and sorting to find the pledge you want to edit, then click the Magnifying Glass icon next to it.
3. Click the 'Edit' button in the pledge window or the 'Delete' button.
4. Make the change you'd like to make, then hit Save.

Recalculating a Pledge's Status or Progress

1. From the left menu, select Sell & Fundraise > Pledges.
2. Use the filtering and sorting to find the pledge you want to edit, then click the Magnifying Glass icon next to it.
3. Click the 'Update' button.

Using SMS & Instant Messaging

You can create a Messenger Conversation that allows your donors to pledge from their phone using SMS & Instant Messaging.  For example, "Text 'BUILD 500' (or any amount) to pledge $500 to our building fund!"

1. From the left menu, select Sell & Fundraise > Messenger.
2. Click the green + Add button to add a new conversation.
3. From the Type drop-down, select "Pledge with Amount".  Be sure to provide the message text in the "Listening For..." field. For example: 'BUILD {amount}' or 'VISION {amount}'. On the right side-bar, be sure to select the Pledge Campaign you want all pledges collected from this conversation to be associated with.
4. Hit Save.

To create multiple pledge conversations, repeat the above process for each pledge campaign.  Be sure to use unique message text ("Listening for...").

Upcoming Features

• Forms where Donors can create their own pledges online
• Access for Donors to edit pledges through the donor portal
• Automated email or SMS notifications when pledges hit milestones of your choosing