Steps on how to create a new Planned Giving.
1 | Go to the Admin menu, then click Planned Giving Search. |
2 | Click on the Button. |
3 | Enter the Effective Date. |
4 | Enter the percentages for each of the entities.
|
5 | Click Save. |
Steps on how to create a new Planned Giving.
1 | Go to the Admin menu, then click Planned Giving Search. |
2 | Click on the Button. |
3 | Enter the Effective Date. |
4 | Enter the percentages for each of the entities.
|
5 | Click Save. |