Pledges guide

Complexity Intermediate
EMS Compatible Yes
iMIS 2017 Compatible No
Actions Insert, Insert w/ Matching Help

Learn how to work with pledges and pledge installments easily in iWorkflow and iUpdate.

Mapping

Review the following required and optional mappings:

Required

  • Amount - Amount pledged.
  • Donor ID - iMIS ID of the donor.
  • Gift Item Id - The ID of the gift item (also known as the product code or the fundraising distribution code).

Required Fields for Installment Pledges

If the pledge is an installment pledge, the First Installment, Frequency, and Number of Installments must be filled out.

  • First Installment - Contains the date of the first installment. First Installment defaults to transaction date if left blank.
  • Frequency- Determines how often the gift will process. Options are Monthly, Quarterly, and Annually.
  • Number Of Installments - Determines the number of installments for the pledge.

Required Fields for One Time Pledges

The First Installment, Frequency, and Number of Installments fields must be blank for one-time pledges:

Optional Fields

We recommend filling in some fields that are optional.

  • Gift Date - (recommended) Date the gift was received.
  • Transaction Date - (recommended) Date of the batch.
  • Do Not Receipt - Whether receipt should be omitted. If set to Yes, the receipt is omitted. The field can take Y/N, Yes/No, or 1/0 input formats.
  • List As - How the pledge will be listed publicly.
  • Moves Manager ID - iMIS ID of the Moves Manager (also known as the Solicitor ID).
  • Notify Contact ID - iMIS ID of who is to be notify.
  • Soft Credit Amount - Amount of the gift that will be a soft credit.
    • Note on Soft Credits: Soft credit will default to 100% if not entered. It is a best practice to enter only percentage or amount on soft credits.
  • Soft Credit ID - iMIS ID of who is receiving soft credit.
  • Soft Credit Percentage - Percentage of the gift that will be a soft credit.
  • Source Code - Which source code to be associated with the pledge (also known as appeal code).
  • Specific Day of Period - The day of each month the installment will be given (for example, the 12th).
  • Tribute Type - Must match a tribute type defined in iMIS.
  • Tribute Name - Name of who the tribute is given to.
  • Tribute Name ID - iMIS ID of who is the tribute is given to.
    • Note on Tributes: Do not enter both a tribute name and a tribute name ID.
  • Tribute Message - Accompanying message with the tribute.