How do I add attributions to Recurring Commitments and Pledges?

Overview

Adding attributions to Recurring Commitments or Pledges follows the same process as adding them to one-time contributions, but the attribution will appear on all subsequent installments for recurring gifts. 

Step 1: Create or edit a Recurring Commitment or Pledge 

1. Navigate to the contact record 

2. Click Contributions > Add New Contribution 

3. Set the contribution up as a Recurring Commitment or Pledge 

4. Enter the commitment or pledge details as usual 

Step 2: Add the attribution 

1. In the form, locate the Attributions and Soft Credits section 

2. Click Add an Attribution 

3. Search for and select the contact to attribute 

4. Set the attribution amount (as a specific amount or percentage) 

Step 3: Configure the attribution details 

1. Select the appropriate Attribution Type from the dropdown menu 

2. Check the Thanked box if applicable 

3. Add any relevant notes in the Attribution Note field 

4. Save the recurring commitment or pledge 

Note for Recurring Commitments: 

For Recurring Commitments, the attribution information you add will automatically appear on all subsequent installments when they process. 

Not quite what you were searching for?

• Navigate back to the Attributions and Soft Credits Resource Index.