This function determines the % split among various SPD and GC offerings of the SPD and GC portions of the planned giving amount that has been rolled up. This is set at the SPD and GC level using non-local offerings already set up, and must come to 100%. Historical rates can also be viewed.

Planned Giving Allocations

1

Under

Go to the Admin

Menu

menu,

select

then click Planned Giving Allocations.

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2	You can either select a date range to search or just search everything by clicking Search. Image Added
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. Image Modified
5	To create a new allocation or to delete one, use the links below to find steps on how to do those: Create New Planned Giving Allocation Delete Planned Giving Allocation