• Set up the business rule prompt to apply gifts to outstanding pledges
    • Confirm the constituent has an outstanding pledge
    • Confirm there are no pending transactions in a gift batch for this constituent's pledge
    • For Matching Gift Pledges, go to the Matching Gift company's record to receive the prompt
    • If  the gift was entered in the batch before the pledge was created, delete the row and re-enter the gift information
    • If entering directly on a constituent record, ensure the name on the pledge or matching gift record is the same as the name on the Bio1/Org1 tab. No prompt will occur if viewing the gift from any soft credit receipient's constituent record. 
    • In Version 7.91 and higher of  The Raiser's Edge, if the original pledge is marked with a pay method of credit card, ensure that the user has rights to enter Personal Information