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Run: Multi-Year Pledge Agreement and Payment Schedule Form

Track a multi-year pledge, its installment schedule, fund designation, and signatures in one agreement. Use it to document restricted or capital commitments ...

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Donor / Pledgor Information

Pledgor Type (required)

Legal Name (Individual: Last, First Middle; Organization: Full Legal Name) (required)

Joint Pledgor / Co-Signer Name (if applicable)

Authorized Representative Name (required)

Title / Role of Authorized Representative

Primary Email Address (required)

Used for pledge acknowledgments, payment reminders, and countersigned agreement delivery. This is PII and will be stored securely.

Primary Phone Number

Mailing Address — Street / PO Box (required)

Address Line 2 (Suite, Unit, etc.)

City (required)

State / Province (required)

ZIP / Postal Code (required)

Donor / Constituent ID (if known)

Internal CRM or database ID. Leave blank if unknown — development staff will assign.

Pledge Amount and Fund Designation

Total Pledge Amount (USD) (required)

Enter the full multi-year pledge commitment in U.S. dollars. Do not include commas.

Campaign / Fund Designation (required)

Select the fund or campaign this pledge is designated to support.

Specify Fund / Campaign Name (required)

Specific Purpose Restriction or Use Requirement (if any)

Describe any donor-imposed restrictions on how these funds must be used (e.g., 'for construction of the east wing only'). Leave blank if unrestricted.

Restriction Classification (required)

Classify per FASB ASC 958 net asset categories for finance team recognition.

Is this pledge associated with a naming opportunity? (required)

Naming Opportunity Details

Does the donor wish this pledge to remain anonymous in public recognition? (required)

Payment Schedule and Installments

Pledge Start Date (Date of First Installment) (required)

The date on which the first payment is due.

Pledge End Date (Date of Final Installment) (required)

The date on which the final payment is due. Must be after the start date.

Total Pledge Duration (Years) (required)

Number of years over which the pledge will be fulfilled (e.g., 3, 5, 10).

Installment Payment Frequency (required)

Standard Installment Amount Per Period (USD)

If all installments are equal, enter the per-period amount. For irregular schedules, leave blank and complete the custom schedule table below.

Custom Installment Schedule

For irregular or custom payment schedules, enter each installment date and amount. All amounts must total the pledge amount above.

First Payment Due Date (required)

Confirm or specify the exact due date for the first installment.

Requested Grace Period (Days After Due Date)

Number of days after the due date before a payment is considered past due. Default is 30 days per organization policy.

Payment Reminder Preference

How would you like to receive installment reminders? (Select all that apply)

Payment Method and Instructions

Preferred Payment Method (required)

Payment Method Details or Special Instructions

Provide any additional context (e.g., DAF sponsor name, brokerage firm for stock transfer, corporate matching employer). Do NOT enter account numbers, routing numbers, or card numbers here.

Corporate Matching Employer Name

Estimated Matching Gift Ratio

Automatic Payment Authorization (required)

Do you authorize the organization to initiate automatic ACH debits or recurring card charges per the installment schedule above?

Conditions, Contingencies, and Special Terms

Is this pledge conditional on any specific event, milestone, or matching requirement? (required)

Describe the Condition(s) (required)

Challenge / Match Amount Required (USD)

If this is a challenge or matching gift, enter the total amount that must be raised by others to trigger this pledge.

Condition Fulfillment Deadline

Date by which the condition must be met for the pledge to remain valid.

Cancellation or Modification Terms

Describe any circumstances under which the donor may request modification or cancellation of this pledge (e.g., death, disability, material financial hardship). Leave blank to accept the organization's standard pledge policy.

Additional Terms or Donor Notes

Any other terms, preferences, or notes the donor wishes to document.

Acknowledgment, Consent, and Signatures

Pledge Summary

Please review your pledge details before signing. A countersigned copy of this agreement will be provided to you for your records. This pledge agreement constitutes a legally binding promise to give and may be used by the organization to recognize pledge receivables on its financial statements per GAAP (FASB ASC 958-605).

Tax Deductibility Acknowledgment (required)

Check to acknowledge: I understand that the deductibility of this pledge for U.S. federal income tax purposes under IRC § 170 is subject to applicable limitations and that the organization will provide a written acknowledgment for each payment received of $250 or more as required by IRC § 170(f)(8). I am advised to consult my tax advisor regarding deductibility.

Yes No N/A

Personal Information Consent (required)

Your name, contact information, and gift details will be stored in our donor management system and used for pledge administration, gift acknowledgment, donor recognition (unless anonymous), and legally required reporting. We will not sell or share your information with third parties except as required by law.

Yes No N/A

Pledge Agreement Acknowledgment (required)

Yes No N/A

Donor / Pledgor Signature (required)

Sign to confirm your pledge commitment. Electronic signatures are legally binding under the ESIGN Act (15 U.S.C. § 7001) and UETA.

Date Signed (required)

Joint Pledgor / Co-Signer Signature

Required if this is a joint household pledge.

Development Officer / Organization Representative Name (required)

Name of the staff member accepting this pledge on behalf of the organization.

Organization Representative Signature (required)

Authorized staff signature confirming receipt and acceptance of this pledge.

Organization Acceptance Date (required)

Supporting Documents (Optional)

Attach any supporting documents such as a letter of intent, board resolution authorizing the pledge, or estate documentation.

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