Pledges and recurring gifts are key sources of revenue for your organization. In this session, learn how to create, schedule, and manage pledge and automated recurring gifts in web view. Grasp how payments are processed and applied to each gift type.

Learning Objectives:

• Understand the relationship between pledges, recurring gifts, and their payments

• Create pledge and recurring gifts

• Add payments to both gift types Suggested Prerequisites:

• Raiser’s Edge NXT / Fundamentals: Gift Management