Create a Pledge Drive

To create a new pledge drive, please follow the steps below:
 

1. Go to Giving >  Setup > Pledge Drives
2. In Pledge Drive section, enter correct information
  • Note: Check Web enabled box if this will be available to online contributors. If not, skip this step.
3. Click Add pledge drive
 
Note: If enabling for Online Giving, it is recommended that one of the Auto Processes is turned on for it. More info at Pledge Drive Auto-Process Options.

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