**Insert Blurb**
New Planned Giving Allocation
| 1 |
| Go to the Admin |
| menu, |
| Then click Planned Giving Allocation. | |
| 2 | Click on the |
| 3 | Enter the Effective Date |
| 4 | Click on the |
| 5 | Select the desired offering from the dropdown menu. Enter the percentage relevant to that offering. |
| 6 | Continue adding all desired offerings. |
| 7 | If you have added an offering row that you wish to remove, click the |
| 8 | Click Save |
