Follow these steps to create a new Planned Giving Allocation. This should be done whenever the offerings and/or percentages allocated require updating.
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- Go to the Admin menu, then click Planned Giving Allocation.
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- Click on the New button.
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- Enter the Effective Date, which must be in the future.
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- Click on the Add button to add offerings.
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- Select the desired offering from the dropdown menu. Enter the percentage relevant to that offering.
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- Continue adding all desired offerings until the Total Percentages comes to 100%.
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- If you have added an offering row that you wish to remove, click the Remove button.
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- Click Save.