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How do I confirm receipt of a pending cash or cheque pledge?

You can confirm receipt of a pending cash or cheque donation received from an offline pledger who is sponsoring a Pledge-a-thon participant as follows:

  1. Click Pledge-a-thon to view the Main Menu of this service.
  2. From the Administration section, choose Pledges.
  3. Select the name of the pledge-a-thon from the drop down menu, to view a listing of pledge forms submitted by participant. To narrow your search, you can search by name or pledge form number.
  4. Click View to see a listing of all pledges associated with this pledge form.
    • Note: a participant may have submitted more than one pledge form.
    • An offline pledge must always be associated with a participant.
    • If you do not know the name of the participant associated with this pledge, use your browser function to search for the donor's name in the "Sponsors grouped by Participant" report.
  5. Check the box beside the pledge amount to be confirmed, or click the Select All link to have all boxes checked.
    • To modify the donor information or donation amount, click Change, make your changes, and click Update Pledge.
    • To delete the pledge, click Change and click Delete Pledge.
  6. Click the Confirm Selected Pledges button.
  7. Once confirmed, you may use the GiftTool system to issue tax receipts.

This assumes that the participant has entered the pledge into their account.  Alternatively, if a participant has not entered the offline pledge into their account, you can upload a file of offline pledges not recorded by participant.




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