The Pledges window allows you to create pledge campaigns as well as track your congregation's pledges and receipts. The pledge window can be accessed by clicking "Pledges" on the top toolbar.
Creating or Editing a new Pledge Campaign
Before creating a new Pledge Campaign, you will need to set up a new Pledge Category, such as "Building Fund" or "Playground Equipment" on the Giving Screen by clicking on "Add or Edit Categories" from the Giving Screen top toolbar. Each campaign should use a unique category name that is not used for other pledges or contributions.
To begin, click on the "New Campaign" option and name your campaign. Next, select the Pledge Category that you created for this campaign. All contributions entered on the Giving Screen using that category will be applied to the designated pledge campaign. To edit an existing pledge campaign, simply select the name from the selection box and make changes.
Adding a Pledge Commitment
Select the name of the pledger from the selection box and enter the amount they have pledged. Once you click "Add Pledge," the name and amount pledged will appear under the Pledge Commitments section.
Only "Active" names in the database will show up in the selection list. Go to the People Screen to change a person's status from "Inactive" to "Active." If the person is not already entered in ChurchTrac, you will need to go the People Screen and add their name there first.
Pledge Commitments
This section shows the total amount each person has pledged to give toward the campaign, the amount received to date (as entered on the Giving Screen), and the amount remaining. It also shows these running totals for the entire campaign.
