Gift v2 Pledge installment scheduling

Oscar Ira

Has anyone successfully used Gift v2 pledge installment scheduling?

I'm currently using the Gift v1 batch endpoint (/gift/v1/giftbatches/{id}/gifts) to create gift batches. The issue I'm running into is creating installment schedules for pledges.

I'm using the Gift v2 installments endpoint (/gft-gifts/v2/gifts/{pledge_id}/installments), but I can't find a way to assign the schedule or frequency values submitted through the form.

Has anyone implemented this successfully, or can point me to the correct field(s) or endpoint for setting the installment schedule and frequency?

I've attached a screenshot for reference.

SCR-20260618-nrfi.png

Crystal Bruce

Hi @Oscar Ira - tagging in a few All-Stars to see if they can offer any added insight: @Alex Wong @Dan Snyder and tagging in @Erik Leaver on the Blackbaud team.

Dan Snyder

Sorry, I have not used this particular endpoint.

Alex Wong

i do not add the pledge to a gift batch for later approving/commit.

I create pledge directly using gift v2.

the installment is added via the pledge_installments property

Here's an example JSON to create:

{

  "amount": {

    "value": 5000

  },

  "comments": "PG2606-24P",

  "constituent": {

    "id": "985433"

  },

  "gift_date": "2026-06-24",

  "gift_post_status": "NotPosted",

  "gift_post_date": "2026-06-24",

  "gift_splits": [

    {

      "amount": {

        "value": 5000

      },

      "fund_id": "5387",

      "campaign_id": "88",

      "appeal_id": "6684",

      "package_id": ""

    }

  ],

  "gift_type": "Pledge",

  "gift_subtype": {

    "name": "IL_PG_PLEDGE"

  },

  "receipts": [

    {

      "receipt_amount": {

        "value": 5000

      },

      "receipt_status": "DoNotReceipt"

    }

  ],

  "payments": [

    {

      "amount": {

        "value": 5000

      },

      "method": "Other"

    }

  ],

  "acknowledgements": [

    {

      "status": "NotAcknowledged",

      "letter": {

        "value": "12-Pledges"

      }

    }

  ],

  "send_reminder": true,

  "pledge_installments": [

    {

      "amount": 5000,

      "date": "2026-09-30T00:00:00Z"

    }

  ]

}

Oscar Ira

Hi Alex, I am able to do that using the Gifts V2 API by itself without a problem. But how do you create a pledge that is linked to that schedule for the pledge_installments? I was trying to figure out how the Pledge Online giving works in RE NXT.

Alex Wong

I'm not certain what you are trying to do. the JSON i provided, which you seem to say you are ok with, will create a pledge with installment schedule. this installment schedule is basically just saying how much is due what date. I am not sure where Pledge Online giving comes into play here.

Oscar Ira

Alex,

We are developing a custom online pledge giving form that allows constituents to make donations using the SKY API. Our intended workflow is as follows:

1. The constituent submits a donation through our custom form.
2. We create a pledge gift and add it to a gift batch using the Gift v1 API.
3. We create an installment schedule for that pledge using the Gift v2 API.
4. We securely capture and store the donor's payment information so that future installment payments can be processed and applied against the pledge.

However, we are encountering what appears to be a disconnect between the Gift v1 and Gift v2 APIs. Specifically, we can successfully create the pledge gift and gift batch using Gift v1, but when attempting to create the pledge installment schedule with Gift v2, the APIs do not seem to integrate seamlessly.

Could you clarify the intended workflow for creating a pledge, defining its installment schedule, and associating the donor's payment information so that recurring payments can be applied correctly? Is there a recommended approach for bridging the functionality between Gift v1 and Gift v2?

Alex Wong

this is not a different in gift v1 or v2. this is issue with your understanding of the word installment

RE terminology, pledge installment simply means the schedule at which donor "should" pay the installment amount, it does not include payment token details on actually charging the donor to "fulfill" the installment.

Blackbaud Online Giving has functionality for "making a pledge" and allow donor to provide payment details such that the payment method will be used to charge the donor on schedule and then created as pay-cash (Pledge Payment) against the originally made Pledge. I do not believe Blackbaud has create API support for the functionality of this though.

@Erik Leaver @Anthony Gallo adding you 2 to confirm.