Pledges
How to edit an existing pledge
On occasion, you may need to edit an existing pledge record. For example, perhaps one of your monthly donors contacts you with new credit card details to use for their monthly pledge. In this situation, you can edit their existing pledge record to ...How does Automatic Pledge Processing work?
If you are using the Automatic Pledge Processing feature in your database, here's how it works: Once you turn on the Automatic Pledge Processing feature for your database, you tell Sumac what time of day you want to run the pledge processing. When ...How do I turn on Automatic Pledge Processing?
To enable the Automatic Pledge Processing feature, log into Sumac as an administrator and navigate to Utilities > Customize Database > Preferences > Donations and Fundraising > Pledge Automation. On the Pledge Automation tab, click the checkbox next ...How to Process Pledges
In your Sumac console, expand Fundraising, and choose Pledges. Search to find the pledges that you want to process. You might do this by searching for payments on a specific date or by searching to find all the pledges that are due this month. Note ...How to add a New Pledge
In your Sumac console, expand Fundraising, and choose Pledges. Click New to open a new pledge record. Entering the Pledge record Once the new pledge record opens, select the contact who is making this pledge by clicking the contact icon. The ...
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