Donor's Pledges Window

Work With Relationships window: Enter ID Number and press Enter | right-click on ID Number|  Donor Inquiry | Lifetime tab | right-click and choose Pledge Details

This window opens when you choose Pledge Details from the right-click or Options menu on the Lifetime tab of the Donor Giving Summary Information window and displays pledges that a donor has made.

The top pane shows pledges stored in the Pledge Master table for this donor. You can view All Pledges or Open Pledges (only those with an amount outstanding) by selecting the appropriate radio button. If the gift is written off, the Written Off? checkbox is selected.

If you select a Pledge Master row in the top pane of the window, the bottom pane displays its pledge transactions and payments stored in the Gift Transactions table. If a payment is overdue for the group/gift, the entry for that transaction appears in red and the Overdue? checkbox is selected.

Columns

The following columns are available in the Header:

Donor ID

Donor Name

The following information is shown for each Pledge Master row:

Group/Gift

Category Description

Pledge Date

Pledge Amt

Paid to Date

Outstanding

Written Off?

The following transaction information is shown for a selected Pledge Master row:

Amount

Donor ID

Category

Gift Dte

Const. Code

Soft

Cls

Set

Overdue?

Options

To open the read-only Pledge Entry window, select a row in the top pane of the window and choose Pledge Info from the right-click or Options menu.

To open the read-only Transaction Details window, select one of the pledge transactions or payments in the bottom pane of the window and choose View Tran Details from the right-click or Options menu.