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**Insert Blurb**

New Planned Giving Allocation

Under the Admin Menu, select Planned Giving Allocation.

Click on the  Button. 

Enter the Effective Date

Click on the Button to add offerings.

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

Continue adding all desired offerings. 

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

Click Save

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