How to Edit Planned Gift Fundraising Types in Trax

Why is this important to me?

Use funding types to track prospect funding interests.

Step 1: Open a planned gift record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a planned gift record.

Step 2: Click Go to planned gift in the Explorer bar.

Step 3: Click Edit funding types on the Funding types action bar.

Step 4: Enter information in the Edit funding types window.

Note: Click the dropdown arrow in the Funding type column to select funding types to associate with the planned gift.

Step 5: Click the Save button.


Article ID: 3350
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:03 AM