Gift Pledge Payment Transmittal Form - Development Accounting 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the Donor Information section. Enter the Primary Donor ID, full name (including prefix and suffix), address, and phone number. Select the appropriate Donor Type.
  3. In the Gift Information section, choose the Transaction Type (Gift or Pledge Payment) and Tender Type (Cash, Check, or Credit Card). Fill in all relevant payment details.
  4. Complete the Allocation section by entering the necessary allocation numbers and names. Ensure that you verify Banner Fund & Org numbers.
  5. If applicable, provide details for Special Instructions such as In Memory/Honor of and Matching Gifts. Make sure to include any additional comments in the Additional Instructions section.
  6. Finally, fill in your contact information under Prepared By to ensure Gift Accounting can reach you if needed.

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Sure, a typed name is accepted as a legitimate electronic signature when you create it on your document using a compliant solution like DocHub. Simply upload your Gift Pledge Payment Transmittal Form - Development Accounting to our editor, click Sign in the top tool pane → Create your signature → Type your name in the appropriate tab, and decide how it will appear on your document.

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Many nonprofits choose to track pledges as receivable instead. This means that amounts pledged are reported as raised at the time when your donor makes their pledge commitment. In this scenario, it is vitally important to ensure that as pledge payments are received, they are matched to the correct pledge right away.
To reflect the time value of money, pledges must be recorded at their present value, as opposed to the amounts your nonprofit expects to receive in the future. For pledges youll receive within a year, you can recognize the pledged amount as the present value.
Finally, in 2017, the IRS issued Notice 2017-73 clarifying that paying a personal pledge, even a legally binding pledge, with a DAF is permissible.

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Determining What Pledges Should be Recorded Written or Verbal: Only written pledges may be recorded for financial statement purposes. Written pledges must include the amount of the pledge, a defined payment schedule or due date, a designation if applicable, and signature of the donor.

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