Tracking and Managing Pledges in ADAVICO: A Step-by-Step Guide

Entering Pledge Activity

Pledges can be entered either by importing a file or manually adding them one at a time through Funds → Pledge Receivables 

Required Fields:

• Pledge Identifier – A unique number assigned to each pledge, used to track payments that offset the pledge balance. 
• Fund
• Donor Name
• Amount
• Pledge Date

Optional Fields:

• Description
• Due Date
• Discount Rate
• Payment Start Date
• Number of Payments
• Payment Frequency
• Campaign
• Appeal
• Tribute Type
• Soft Credit Allocation

Verifying Pledge Activity

For clients using our Stewardship & Donor Management module, you can verify pledge activity by donor by navigating to the Contact record and scrolling down to the Pledge Receivable Summary section. This section displays the original pledge amount, remaining balance, and the fund assigned to the pledge.