Add a Gift Commitment in Education

Create a record for a one-time pledge, a multipayment gift, or an open-ended recurring gift, including the schedule, amount, and gift designations of the donor’s choice. If someone influenced the donor to give, you can log gift soft credits directly on the commitment page. You can connect the gift to a campaign or opportunity and allocate the gift for a particular designation.

Required Editions

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To create a gift commitment:	Modified Education Cloud Full Access permission set

Before you create, update, or delete gift commitments, make sure that you have Create access to the Contact Profile object. You need this access because when you add or modify a recurring gift, Fundraising updates the RecurringDonorType on the donor's Contact Profile. If there isn't a Contact Profile for the donor, Fundraising creates one. You can also add recurring gift commitments in Gift Entry.

From the App Launcher (), find and select Gift Commitments.
Click New.
Enter the donor details and a name for the commitment.
Select a schedule type.
- If this is a recurring gift commitment in which the donor pays a set amount on a schedule, select Recurring.
  
  Note You can also create recurring commitment schedules from the Gift Entry Grid.
- If this is a nonrecurring gift commitment that the donor pays in one or more installments, select Custom.
If necessary, enter the campaign and fulfillment details.
Save your changes.