---
title: "Adding a Pledge"
slug: "adding-a-pledge"
updated: 2026-05-24T21:36:56Z
published: 2026-05-24T21:36:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Pledge

A pledge is a forward-looking commitment to give — it is not a payment itself. Adding a pledge records what a donor has promised and generates a schedule of planned payments that you can track against actual giving.

You'll need the **Manage Pledges permission** to add pledges. Contact your **administrator** if you don't see this option.

## How to add a pledge

[Video](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/HowToAddAPledge.mp4)

1. [Search](https://help.infoodle.com/help/people/searching-person) for the person or organisation whose pledge you want to manage.
2. If **Finance** is not showing on the persons profile, then you will need to add it. To see how to do this, look at [Profile Layout](/v1/docs/profile-layout)
3. Then in the **Finance** section on the profile page, open the **Pledges** tab.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KWQRP6RT.png)

1. Then click **Add**. This will open options to add a new pledge.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-MOO3LUEU.png)

---

## Add a new pledge critera

#### Start date

The date the first payment is due. Enter the date the donor's giving commitment begins.

#### Frequency

How often payments are due. Options include One off, Weekly, Fortnightly, Monthly, Quarterly, and Annually. Select One off for a single commitment with no recurring schedule.

#### End Date

The pledge can either have a fixed end date, or be open ended. infoodle will automatically create records for the next 3 years and will automatically extend these each day as required.

#### Amount

The amount due per payment (or the total amount for a one-off pledge).

#### Method of payment

How the donor will pay. This may include options such as GoCardless, Stripe, Automatic Payment, Cheque, or Cash, depending on what your [organisation has configured](/v1/docs/payment-methods-settings).

#### Account code

The account code this pledge should be tracked against. Leave as No specific account code if not required.

#### Pledge drive (optional)

The [pledge drive](/v1/docs/adding-a-pledge-drive) (if you have any configured) this pledge belongs to. Leave as No specific pledge drive if not applicable.

#### Campaign (optional)

The [campaign](/v1/docs/campaigns) to associate this pledge with. Leave as No specific campaign if not applicable.

---

### What happens next?

Once saved, infoodle generates a schedule of planned payment occurrences based on the start date, frequency, and amount you entered. You can view these on the **Schedule tab** of the pledge, and edit individual occurrences, amounts, or dates from there.

Remember:

A pledge is a promise, not a payment. It will not appear in the donor's giving total until actual transactions are recorded against it. Use the **Pledge vs Actual report** to compare pledged amounts against what has been received.

Related Pages

[Editing a Pledge](/v1/docs/editing-a-pledge) [Cancelling a Pledge](/v1/docs/cancelling-a-pledge) [Pledges & Recurring pledges](/v1/docs/pledges-and-recurring-payments)