Pledge with Non-Tax-Deductible Contributions

Sometimes you will have members who will make a pledge, however, they will want to pay all or some of their pledge with non-tax-deductible contributions. What is the best practice in this scenario?


  1. Create a new fund for the Non-Tax Deductible Payment. If you already have a specific fund that correlates to this pledge, you may want to call it something similar (ex. 2019 Pledge Non-Tax). 
    • Navigate to "More > Contributions > Funds."
    • Click "Create New Fund" in the upper right corner.
  2. Group the "Pledge" Funds together, this will allow you to see the total of both the tax-deductible and non-tax-deductible fund, together, quickly when running reports! 
    • Navigate to "More > Contributions > Funds."
    • Click the drop-down arrow to the right of the "Create New Fund" button and select "Create New Folder."
    • Give the folder a name and click "Create Group."
    • You can now hover over the name of other funds (or groups) and drag them into the group.
  3. Update the Persons Pledge
    • Navigate to "More > Contributions > Pledge."
    • Select the campaign you'd like to edit a pledge in.
    • Click the pencil icon on the right of the pledge you'd like to modify.
    • Add this new Fund as an option to work the pledge down for this individual and click the "Update Pledge" button to save your changes. 


Additional Information

How does this affect Giving Statements? You will want to make sure to include a non-tax deductible mail merge when Customizing Statements for those who gave this way. You can either do this for all statements or put these select people into a group and print their statements separately. They will more than likely want acknowledgment of their donation and including the Non-Tax Deductible Mail merge field can take care of this. 


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