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Follow these steps to create a new Planned Giving record.\

  1. Go to the Admin menu, then click Planned Giving.
  2. Click on the New button. 
  3. Enter the Effective Date, which must be in the future.

  4. Enter the percentage for each entity type:

    • Local Church
    • Local Mission
    • Union
    • Division
    • General Conference
  5. Click Save.


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