Posting: Pledge Giving (Donors, Churches and Businesses)

Posting: Pledge Giving 

The following article explains how to post pledge giving.

 

 

AClick on "Donor Manager"

 

 

BType in Users Last name

       -If they are not in the system then hit "Add New Donor"

CNext to the donor that you've received money from Click on "edit"

 

 DClick on "Campaign Pledge fulfillment"

 

 E: Select pledge

 

 F: Post Date... Type in the date you are posting the donation

G: Post Amount... Type in the amount of donation

H: PMR (person most responsible)... Person responsible for finding donor

      -This can be anyone

I: Reference ID... Check Number

J: Payment Type... select how donation was recieved

K: Gifted Through... choose either "Personal, Church or Business"

L: Click on "Is a Donor"

M: Click on "Post Donation"

 

 Please see the "Posting: Planned Giving" article for how to post planned giving.

https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=40&back=1

Please see the "Posting: One Time Gift" article for how to post a gift.

https://www.oasissis.com/hesk/admin/knowledgebase_private.php?article=39&back=1

 

 


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