All guides/Giving/Treasurer · 6 min

Pledge campaigns

A named ask with pledged, given, and still-to-come. Cash against a pledge is allowed — the fund comes from the campaign.

Giving → Pledges is campaign progress, not a second batch list. Online and offline gifts can count toward the same pledge.

  1. 01

    Create the campaign

    Open Pledges, start a campaign, and set the fund on the campaign. Gifts against it use that fund. Do not pick a fund again on each cash entry as if it were optional colour.

  2. 02

    Record gifts against it

    In a batch, attribute the gift to the campaign. Progress is pledged / given / still-to-come per pledger — not a spreadsheet in the office.

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