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Defining Pledges

The first step in defining a Club Pledge or a Periodic Pledge is to create a fundraising activity (FRA) for that pledge.

To create a new FRA for a pledge
  1. Open the Development tab in the Keystone ribbon and click Fundraising Activities.
    The Fundraising Activities screen appears.
  2. Click the Add/Delete/Modify button to open the Fundraising Activities: Add, Delete or Modify window.
  3. Scroll down to the new record line and enter details of the new pledge FRA.
    The following is a description of the information you can enter here.
    1. Type - Use this field to enter the FRA type. For Club Pledges, you must use the Club Pledge type. For Periodic Pledges, you must use the Periodic Pledge type.
    2. Acknowledge Letters fields area - There are three fields in this area. They are initially set to their defaults: letter 4 for monetary donations to the FRA; letter 5 for FRAs with a message; and letter 2 for in-kind contributions to the FRA.

      You can create custom letters and assign them to these situations so that when a donation is designated as belonging to this FRA, your custom letter will be automatically assigned. For more information, see the Donor Acknowledgement Letters section.
    3. Abbreviation - This field contains a short set of characters (limited to 10) that are used to identify the FRA. FRAs are generally sorted in drop-down lists by their Abbreviation. If you want campaigns grouped by year, put the year first; otherwise list first other characteristics such as an abbreviation of the name. For example, Bldrs Club (for Builders Club) or FOH (for Friends of Habitat). If your pledges are continuous, omit the year from the name.
    4. Description - This field contains the full name of the pledge. The Description is usually displayed after the Abbreviation in drop-down lists and is used on most FRA reports. It is also used on acknowledgement letters so you should choose the description accordingly.
  4. Click the Close button to return to the Fundraising Activities screen to enter remaining information. See the Summary, Donations/Grants, or Statistics tab sections for more information.

To modify an existing FRA, see the Introduction to Fundraising Activities section.