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This function determines the % split among various SPD and GC offerings of the SPD and GC portions of the planned giving amount that has been rolled up. This is set at the SPD and GC level using non-local offerings already set up, and must come to 100%. Historical rates can also be viewed.

Planned Giving Allocations

1Under the Admin Menu, select Planned Giving Allocations.
2You can either select a date range to search or just search everything by clicking Search.
3To edit an existing Planned Giving Allocation entry, highlight it and this will bring up the details where you can update them. 
4Once complete click Save or Cancel to discard the changes.
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