You wish to change a Per Unit of Effort Pledge to a Fixed Donation or you wish to change a Donation to a Per Unit of Effort Pledge.
To do either one of these actions, follow the directions below.
- Go to Reports -> Donations by Donor
- Locate the Pledge number or the Donor name you wish to update
- Click Actions, Edit Pledge next to the Pledge you want to adjust
- Update the necessary pledge order details, including Pledge Type and either Pledge Per Unit (for Per Unit pledges) or Pledge Amount (for fixed amount pledges).
To change a Per Unit Pledge to a Fixed Pledge:
- Set Pledge Type to “Fixed”
- Set 'Pledge Amount Per unit' to BLANK
- Set the 'Pledge Total' to the correct total
To change a Fixed Donation to a Per Unit Pledge
- Set Pledge Type to “Per Unit” from the pull down
- Enter the amount per unit to pledge
- Set the Pledge Total to BLANK as the system will recalculate the pledge total
- Click Update to save your changes.