How to Create a Pledge
You may want to track pledges as they are a type of donation where a donor promises to pay an identified amount over a set period of time.
1) Please login to your Eleo account. Navigate to Gifts > Pledges > Add Pledge
2) Then select the name of the contact record that you would like the pledge to be added to.
3) Enter the information for the fields that you would like entered into your database.
- Please note that all fields in Eleo with red asterisks (*) are required.
- Then, click on the green button to Save in the upper right-hand corner of Eleo.
4) Your Pledge has been successfully added! To learn how to apply the payment, please see our Guide on ‘How to Apply a Pledge Payment’ for additional steps.
Please give our office a call if you have any questions at 1-(844)-676-ELEO (3536). You may also click on the Help screen in the upper right-hand corner of Eleo (in any screen), and then click on the Support button to contact our Support Team for assistance.
Definitions:
Below are some definitions related to Pledges that are useful to know when creating them in Eleo. Also, you may reference our Glossary, which can be found within our Library. You may view the Library by logging into Eleo, and navigating to the upper right-hand corner. Click on the Library, which is located to the right of the Help button. Once you are in the Library, select the Glossary tab. Here you will find definitions of terms found throughout Eleo, including terms related to Pledges. Please see below:
Pledges: Pledges: gift amount promised by a donor, to be paid in increments over a specified amount of time
Next Pledge Payment: scheduled date of next pledge payment
Pledge Date: actual date the pledge was made
Total Pledge Amount: total gift promised by donor
Number of Payments: number of payments it will take to pay gift in full
Start Date: the established date that the pledge becomes effective as the donor begins donating on that day
Payment Frequency: how often a payment will be made (Ex: weekly, monthly, quarterly etc.)
Payment Amount: incremental payment amount; not the pledge total
Assigned To: person following up on contact/donor, which must be listed as an Eleo user (either as a Full User or Solicitor only)
Payment Type: method of payment (Ex. cash, check, credit card, etc.)
Amount: total dollar amount of gift/donation
Tax Ded. Amount: portion of payment that is not associated with receiving goods and services
Promised Payments: number of pledge payments still to be paid
Gift Date: date the donation was made
Deposit Date: date the donation was deposited into a bank account
Reference: open text box to add information about the gift
Send Receipt: print or email an Eleo Receipt Mailing Template for this gift
Send Thank You: print or email an Eleo Thank You Mailing Template for this gift
Anonymous: block this gift from showing up on reports
Notes: open text box for extended details about the gift
Fund: a specific place (Ex. bank account) where donations are held for a specific project, program, or general usage for the nonprofit
Appeal: a request for a donation to a donor in the form of a letter or email
Appeal Category: name given to a group of appeals (this would be associated with designated appeals to be placed in the grouping)
Tribute: a gift associated in honor of or in memory of an individual, family, animal, etc.
Event: name of the event (in Eleo) associated with this gift
Gift Source: any identification of how the gift came to the nonprofit (Ex. AmazonSmile, Facebook,outside fundraiser, etc.)