How to Create and Add a Pledge

Whether you're starting a new pledge campaign or tracking existing commitments, our guide simplifies the process, ensuring you can confidently handle pledges within your Elvanto system. Let's dive into the straightforward steps to set up a fund and efficiently manage your organization's pledges.

Creating a New Pledge

  1. Log into Elvanto as a Super Admin or Admin with financial permission. 
  2. Hover over Financial and select Chart of Accounts.
  3. Select Add Account.
  4. Enter the Name for your Fund.
    Note: This is what we will use as the fund for the pledge campaign.
  5. Select Save.
  6. Hover of Financial and select Pledges.
  7. Select Add Pledge.
  8. Enter detials.
    1. Add Person(s)
      Note: As you start typing names will populate for you to select you are able to select multiple people for this pledge.
    2. Enter the start date.
    3. Enter the Amount.
      Note: This is not the total amount but the amount pledge per transaction set during Frequency. 
    4. Enter Frequency:
      • 1 Time
      • Weekly 
      • Monthly 
      • Yearly
    5. Enter Duration (time).
    6. Select the Account / Sub Account.
      Note: Select the fund we created in the above steps.
    7. The End Date and Total Amount will auto populate based on the above criteria.
  9.  Select to Save or Save & Add Another.

How to Add a Transaction to the Pledge

  1. Hover of Financial and select Pledges.
  2. Select the person(s) you would like to add the transaction to. 
  3. Select Add Transaction.
  4. Enter the details: 
    • Select Batch.
    • Transaction Date.
    • Select Person.
    • Select Method.
    • Amount.
    • Pledge 
    • Account 
    • Memo
    • Tax Deductible 
  5. Select Save or Save & Add Another.

How to Delete a Pledge

  1. Hover of Financial
  2. Select Pledges.
  3. Check the box next to the pledge you would like to delete.
  4. Select Mass Manage.
  5. Check the box Yes under Delete option.
  6. Select Perform Mass Manage.
    Note: This will immediately delete the pledge and cannot be undone.

 

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