Raiser Edge Pledges (Donations)

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Alayna Gude
Alayna Gude
Second Anniversary Photogenic First Comment Acknowledger Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion

Hi guys,

I am trying to create a couple pledges for some organizations (donors) in RE. I am very new to this. Is there a good place to start? Thanks!

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  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic

    @Alayna Gude hi! Discussion moved to the Raiser's Edge® community for answers. Thanks!

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic

    @Alayna Gude A good place to start is training on using RE. As a dba I'm surprised you're entering gifts without training on the software. I'm assuming smaller org and you're coming in to replace person who knew how to do it. ?

    Check out links on the BB University site for training options.

    This knowledgebase article should be helpful.

    How to add a pledge

    Create a gift . In the Gift type field, select Pledge. Open the Pledge Installment Schedule screen: ... Enter the appropriate frequency, the number of installments, and the starting on date.

    Raiser's Edge

    Article Number: 46425

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