Steps on how Follow these steps to create a new Planned Giving
New Planned Giving
...
record.
Go to the Admin
...
menu,
...
then click Planned Giving
...
.
...
Click on the
...
New button.
...
Enter the Effective Date
...
, which must be in the future.
Enter the
...
percentage for each
...
entity type:
Local
...
Church
Local Mission
Union
Division
General Conference
...
Click Save.