Pledge Record Fields
Gift Date
The date the Gift is received.
Original Date
The original date of the Gift.
This field is commonly used for recording the original date of the first
Planned Gift transaction.
Gift Amount
Enter the amount of the gift.
Gift Type
The Type of Gift given to an organization.
Fund
The Fund associated with the Gift transaction
Appeal
The Appeal associated with the Gift transaction.
Opportunity
The Opportunity associated with the Gift transaction.
Balance
Current balance left on the pledged amount.
Premium Declined?
Select Yes if a premium will not be issued with the Pledge.
Volunteer
The volunteer associated with securing the gift.
Frequency
Frequency Type
Determine a payment schedule for Pledges. You can break down the time frame based on the selected Frequency type.
When you select a
Frequency type, the fields will change appropriately.
When you enter a number, based on the Frequency Type, ClearView will automatically generate the number of payments planned with the prospect.
Payment Options
ClearView creates a schedule of payments if the Create Schedule option is selected.
When creating a schedule, the dates generated by ClearView CRM will be firm payment dates.
This field can only be changed in Edit All mode.
First Reminder
Expectant date for the first payment of a Pledge or Planned Gift.
Notify
Notify Party
The prospect to be notified about the gift. You can select whether or not to notify the party of this gift, and can enter how the party is associated with the donor.
Associated
Associated Prospects
Any prospects associated with the gift. This may be used for soft crediting.
Type
The type of association the party has with the gift.
Gift Audits
Additional information associated with the
Gift record, such as
Batch or
Pledge payments.