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| 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.
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| 3 | To edit an existing Planned Giving Allocation entry, highlight it and this will bring up the details where you can update them. Note that you are only permitted to edit allocations that have not been used in the Period Close process. |
| 4 | Once complete click Save or Cancel to discard the changes.
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| 5 | To create a new allocation or to delete one, use the links below to find steps on how to do thoseclick on the relevant link to view the instructions: |
