Where you process fundraising gifts and pledges depends on their type. You must pay Single Gifts through the Fundraising Enter and edit gifts window, but you can pay Single Pledge and Installment pledges through the Service Central Payment Entry window.
A pledge is a contribution that will be paid at a later date. A pledge can be either a single pledge or an installment pledge. For example, a customer might pledge $1,000, which they agree to pay at a particular date in the future, either in one payment (single pledge) or in a series of predefined payments (installments). You can customize the amount and the payment schedule.
You can also process acknowledgements, member tributes, split gifts, and setup an installment pay plan for pledges.
To enter a single gift or pledge (Service Central)
Payments for single gifts must be made at the time the gift is entered. You can pay for a single gift by entering a check number, credit card number, an in-kind non-cash asset account (if you are entering an in-kind or asset contribution), or by applying an open credit.
A pledge is a donation to be paid at a later date and can be a single pledge or an installment pledge.
Note: In-kind contributions can only be made for gifts. iMIS Fundraising does not track single in-kind pledges or installment in-kind pledges.
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click New.
3. Enter the donor ID, or click the lookup icon to select an ID. The donor’s name and address information display in the Donor and Address areas.
4. Enter the date the gift was received in the Date Received field. The default is the batch date if batch control is enabled, or the current system date if batch control is not enabled.
5. Select Single Pledge or Single Gift from the Gift Type drop-down list.
6. Enter the total amount of the donation in the Gift Amount field.
7. Enter the Request, Distribution, Appeal, Campaign, and Fund information as necessary.
8. (optional) Enter the List as name.
9. (optional) Enter the Solicitor ID, or click the lookup icon to select a solicitor ID.
10. (optional) If there is an individual partially responsible for this donation who is not the donor, enter the Soft Credit ID, or click the lookup icon to select a soft credit ID.
11. For Single Gifts only:
□ Enter the payment information in the Check #/CC/In-kind/Asset field and its related fields as appropriate.
□ (optional) Enter a manual receipt number in the Receipt Number field.
□ (optional) Enable the Do not Print Receipt option to skip the printing of a receipt for this gift.
12. Click Save.
13. From Service Central, select Process customer requests. The gift or pledge you just entered will be shown.
To process an installment pledge
Scenario: A customer wants to make an installment pledge for $1000 to be paid in monthly installments.
Note: If you select an installment pledge; select a down payment; and the customer is paying by credit card, only the installment down payment is charged to the credit card. The remaining installments populate on the Process customer requests and Payment Entry windows for payment at a later date.
The credit card is not automatically billed monthly.
You do not have to click the down payment option, if the customer is paying with cash or check at a later date. Individual installments for a pledge populate on the Central Processing and Payment Entry windows until paid.
1. Find the donor from the Manage customers window.
2. From Fundraising, select Enter and edit gifts to open the Enter and edit gifts window.
3. Click New.
4. Select Installment from the Gift Type drop-down list. The Payment Info area of the window is grayed out because a pledge means that the money will be paid at a later date.
5. Enter the Total Amount of the installment pledge.
6. Enter the Distribution or income account where the pledge will be credited or, click the lookup icon to select a value.
Note: Although you predefined the Distribution, you can override the value by manually entering a different combination of a fund, appeal, or campaign if your setup allows.
7. (optional) Enter the Appeal code and Campaign code if there is one associated with the pledge, or click the lookup icon to select a value.
8. Enter the Fund code associated with this pledge, or click the lookup icon to select a value.
9. Enter a credit card code in the Check #/CC/In-Kind/Asset field and complete the credit card information.
10. Click the Installments tab and specify the installment details:
11. Click the Installment Frequency from the drop-down list.
12. Click to enable Pay a downpayment. The down payment amount displays under the Prepay column.
Note: If the customer is making a credit card payment, you must select Pay a downpayment or when you return to the Enter and edit gifts window and you click Save, a message informs you that you must first select the Pay a downpayment option.
13. Click Save.
14. From Service Central, select Process customer requests window.