Planned Giver View

From a constituent record, you can easily access the accepted planned gifts of the constituent. Under View as, select Planned giver. The Revenue Information page for the constituent appears, open to the Planned Gifts tab. To access the record of a planned gift from this tab, select the planned gift under Accepted planned gifts and select Go to planned gift on the action bar.

Note: Planned giver appears under View as only for constituents with at least one accepted planned gifts with a designation and designation amount.

To return to the constituent record, select Back on the navigation bar, or select Constituent under View as.