How to Create a Pledge

You may want to track pledges as they are a type of donation where a donor promises to pay an identified amount over a set period of time.


Here are the steps to adding a pledge:


  1. Navigate to Gifts > Pledges.

  1. Click 'Add Pledge'.

  1. Select the name of the contact record that you would like the pledge to be added to from the dropdown.

  1. Enter the information for the fields that you would like entered into your database. All fields with an asterisk are required. When you are finished, click 'Save'.

  1. Your Pledge has been successfully added! To learn how to apply the payment, please see our Guide on ‘How to Apply a Pledge Payment’ for additional steps.

Please give our office a call if you have any questions at 1-(844)-676-ELEO (3536). You may also click on the Help screen in the upper right-hand corner of Eleo (in any screen), and then click on the Support button to contact our Support Team for assistance.

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