Batch Pledge Entry

To manually enter pledge information, enter all of the information for each pledge and the selected designation(s). All fields are required.

To add a pledge:

  1. Click Batch Pledge Entry.

  2. Enter or select a Campaign from the drop down.

  3. Enter or select an Employee from the drop down.

  4. Select a Payment Method from the drop down:

    • Payroll – Enter the frequency and amount of the donation.
    • Cash/Check – Enter the amount of the donation.
    • Stock – Enter the Estimated Total Value (USD), # of Shares, Symbol, Brokerage Firm, Broker Name, Broker Email, and Broker Phone Number.

  5. Add the Designations.

    Enter or select a nonprofit and/or impact fund and enter an amount. You can add up to 3 nonprofits and 3 impact funds for each pledge.

    The total designated amount must equal the donated amount. A minimum amount of $5 is required for each designation. You can click x beside an entry to remove it.

  6. Click Add Pledge. You can add up to 20 pledges at a time.

  7. Once you have added up to 20 pledges, review the pledges in the batch. You can edit and delete items from the batch list. You will not be able to view or make edits to the batch once it has been submitted.

  8. Click Submit.

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