Pledge & Gift - Donate2 Enhanced Donation

Once the Pledge & Gift stored procedure is installed and validated, your Tessitura collapsible will update, allowing you to enable this feature on any Enhanced Donation forms.

Pledge & Gift

Enable / Disable

• Enable turn on the Pledge & Gift functionality
• Disable turns off the Pledge & Gift functionality

Funds

All of the Friendly Fund names that have been configured in your Tessitura LIVE Funds configuration will be available in this multi-select dropdown.

Source

Sources that are available to the D2 user can be searched and selected. Remember, when searching it can take some time and you must enter up to 3 characters in the Source name or the 3 characters of the source number.

If you make a new source and cannot find it by searching, you may need to refresh the Tessitura LIVE cache.

Channel

This should always be set to your Donate2 channel.

Once the Pledge & Gift functionality is enabled Designations become available. Additionally, On Account is no longer available. You will be using a Fund, Source and Channel.

The Donate2 Enhanced donation form can process contributions as one of the following when set in Pledge & Gift mode:

Process One-Time Payments as:

• Gift

  A simple one-time gift with no web order involved

• Single Pledge

  A 1 payment pledge that is paid off and fulfilled right away

Process Recurring Payments as:

• Gift

  A simple one-time gift with no web order involved

• Single Pledge

  A 1 payment pledge that is paid off and fulfilled right away

• Rollover Pledge

  A recurring 12-month pledge. Upon completion, the next payment automatically initiates and funds the first entry of a new 12-month cycle.

• Fiscal Year Pledge

  A pledge structured to sync with your upcoming fiscal year. It begins with a short-term pledge bridging the gap to your fiscal start date (e.g., February to June). Afterward, it seamlessly transitions into a standard 12-month Rollover Pledge.

Designations

The Designations that are available are based on the fund you have selected.

• You can select a Designation from the dropdown and optionally, enter an alternative name. Otherwise, the name of the Designation will be used.
• Use the +Add button to add the Designation to your list of options.
• If you only select 1 Designation, that Designation will be used and no options will be presented to the donor.
• If you select multiple Designations, the donor will be presented with a dropdown asking the donor where they would like to apply their gift.
• The dropdown is be available in the Form Layout collapsible so you can place it on the form where you want it.
• You can sort, set a default, rename, and delete the Designations.

Which Designation Option

Defaults to : Where would you like to apply your gift?

• Customize the prompt that appears to donors, such as "Where would you like to apply your gift?"

• Use HTML tags like <strong>   for emphasis.

  
  

Option Text Color

Defaults to: #000000FF

• Choose a color for the option text (e.g., #FF0000 for Red).

Option Width

• Set the width of the dropdown menu where donors select their designation (e.g., 300px).

Recurring Payment Settings

If you want subsequent recurring payments to process with a different Fund than the default, configure that here. Otherwise, leave these fields as None.