- 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
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