How to Add/Edit/Remove a Planned Gift in Trax

Why is this important to me?

Record basic information related to the expectancy of a planned gift.

Note: You can only add a planned gift as a payment if the selected constituent has a planned gift linked to his/her record.

Step 1: Click Revenue on the navigation bar.

Step 2: Click Add a payment in the Transactions task group.

Step 3: Enter information in the Add a payment window.

Note: Yellow-shaded boxes are required fields.

Note: Refer to the How to Search for a Constituent in Trax document to manage information in the Revenue Constituent Search window.

Note: If applicable, enter the identification number of the constituent in the Finder field.

Note: Click the Payment is anonymous checkbox if the constituent wishes to make the payment anonymously.

Step 4: Click the dropdown arrow in the Application field; select Planned gift.

Step 5: Highlight the planned gift under the Application field; click Add.

Note: If you select Check in the Payment method field, enter the check number and date. If you select Credit card, enter information about the credit card and cardholder.

Note: The value in the Receipt amount field defaults based on the payment application details.

Note: Click the Do not receipt checkbox to exclude the payment when running a receipt process.

Note: If a finder number is not present, enter the associated appeal in the Marketing tab.

Note: If applicable, click the Transaction details tab; select a letter and tribute to acknowledge an individual with the planned gift as a payment.

Step 6: Click the Save button.

Edit a Planned Gift:

Step 1: Open a planned gift record.

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

Step 2: Click Edit planned gift revenue in the Explorer bar.

Step 3: Configure information in the Edit planned gift revenue window.

Step 4: Click the Save button.

Remove a Planned Gift:

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 Delete planned gift in the Explorer bar.

Step 4: Select Yes on the pop-up screen.

Details

Article ID: 3359
Created
Thu 1/28/21 5:37 PM
Modified
Fri 1/29/21 10:04 AM