...
Planned Giving Allocations
1 | Under the Admin Menu, select Planned Giving Allocations. |
2 | You can either select a date range to search or just search everything by clicking Search. |
3 | To edit an existing Planned Giving Allocation entry, highlight it and this will bring up the details where you can update them. |
4 | Once complete click Save or Cancel to discard the changes. |