Batch Pledge Entry
Manually enter up to 20 pledges in a batch.
Important: You cannot view or edit a batch once you submit it. Review the entered pledges and make any adjustments before you submit the batch.
Note: When donors give to campaigns owned by a processor that is not their workplace's processor, payment methods are limited to credit cards.
Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.
To add pledges to a batch:
- Navigate to Batch Pledge Entry.
- For each pledge, enter the following information. All fields are required.
- Select a Campaign.
- Select an Employee.
- Select a Payment Method:
Cash – Enter the amount of the donation.
Check – Enter the amount of the donation.
Payroll – Enter the frequency and amount of the donation.
Stock – Enter the Estimated Total Value (USD), # of Shares, Symbol, Brokerage Firm, Broker Name, Broker Email, and Broker Phone Number. Note: Batch pledge entry is not allowed for credit cards.
Add Designations by selecting up to three nonprofits and/or three impact funds and entering the appropriate donation amounts.
Important: The total designated amount must equal the donated amount. A minimum amount of $5 is required for each designation.
Select Add Pledge to add the pledge to the batch. You can include up to 20 pledges in a batch.
Important: You cannot view or edit a batch once you submit it. Review the entered pledges and make any adjustments before you submit the batch.
Select Submit to submit the batch.