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Tamzin Stone

Rachel Wegener

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**Insert Blurb**Follow these steps to create a new Planned Giving Allocation. This should be done whenever the offerings and/or percentages allocated require updating.

1Go to the Admin menu, Then then click Planned Giving Allocation.
2

Click on the Image Removed Button New button. 

3Enter the Effective Date, which must be in the future.
4

Click on the Image Removed Button Add button to add offerings.

5Select the desired offering from the dropdown menu. Enter the percentage relevant to that offering. 
6

Continue adding all desired offerings until the Total Percentages comes to 100%. 

7

If you have added an offering row that you wish to remove, click the Image Removed Button Remove button.

8

Click Save.