...
| 1 | Go to the Admin menu, then click 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.
|
| 5 | To create a new allocation or to delete one, use the links below to find steps on how to do those: |
