Why is this important to me?
From the Planned Gift Details tab of a planned gift, you can specify the designations to which to apply the planned gift revenue.
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 transaction.
Step 2: Click Go to planned gift in the Explorer bar.
Step 3: Click Edit on the Planned gift details action bar.
Step 4: Configure information in the Edit planned gift designation window.
Note: You can add multiple designations.
Note: Highlight the Amount column to enter a different monetary value.
Note: If applicable, click the Distribute evenly button to distribute the amount among all designations.
Step 5: Click the Save button.
