Charge pledges after a walk-a-thon or read-a-thon

On a pledge drive, donors pledge an amount per lap, book, or minute, up to a cap, and save a card. Nothing is charged until you enter the results and charge.

Steps

1. Go to Fundraising and open the drive. The Pledges section lists every pledge.
2. Under Results, type each student's count. Use The drive itself for pledges made to the whole drive.
3. Click Save results. You can come back and change them.
4. When the counts are final, check The results above are final.
5. If some students have no count, check Cancel pledges with no results, or go back and add their counts.
6. Click the Charge button and confirm. Each pledge is charged up to the donor's cap and becomes a gift with a receipt.

When a card is declined

• The pledge shows as failed with the reason. The donor is emailed a link to pay with any card right away. The email goes in the language they pledged in, English or Spanish.
• To send it again, click Email the pay link on that pledge. It can go to the same donor once a day.
• When the donor pays, the pledge shows as charged.

Good to know

• Charging cannot be undone. Run it once, after the count is final.
• Charging needs Admin access to Fundraising. Owners and admins have it. You can set access under Team.