Approving Pledges

Some pledges must be approved by an administrator:

• whenever a pledge exceeds the client’s annual pledge limit;
• whenever a pledge is made to a new vendor;
• whenever the “Admin must approve all pledges” setting is set to ‘Yes’

Administrators receive a notification each time a pledge is made that needs approval.

To approve a pledge

1. Click on Approvals in the Pledges menu
2. Once the list of Pledges Awaiting Approval loads, review any pledges waiting to be approved. Click on the client’s name to visit the client’s profile.
3. To approve a pledge, click Approve. To cancel a pledge, click Delete.

Approved pledges are visible on the Print Pledges screen.