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Institutional Advancement Services

Pledge Booking Policy

Pledge Booking Policy

Advancement Services will book pledges in Raiser's Edge under the following conditions:

  • The only verbal pledges that will be booked in Raiser's Edge by Advancement Services are phonathon pledges.
  • If the pledge is under $5,000, Advancement Services needs written commitment by the donor of amount and intent/designation.  Email will suffice.  Development staff is not required to fill out Advancement Services' Pledge Booking Statement.  However, Advancement Services still needs most of the information on that form to book the pledge.  Most importantly - pledge amount, designation, payment start date and payment schedule.  Development officers are encouraged to be proactive in providing this information so Advancement Services doesn't have to follow-up with questions.
  • If the pledge is between $5,000 and $24,999 Advancement Services needs written commitment by the donor of amount and intent/designation.  All pledges of $5,000 or more require a Pledge Booking Statement to be filled out by the Lewis & Clark staff member responsible for securing the commitment.
  • If the pledge is $25,000 or greater, Advancement Services needs a signed pledge agreement from the donor.  There is a generic one available on this website.  We have also provided some ideas to take into consideration on this website if the Development Officer chooses to write one themselves.  Advancement Services also needs a Pledge Booking Statement for these commitments.