Planned Giving Relationships Tab

On the Planned giving relationships tab, select the prospect relationships associated with the planned gift, such as an attorney or a family member. From a constituent, when you select Revenue under More information, there is a Planned Gifts tab. The planned gift will appear for the prospect, as well as any constituents listed as planned giving relationships.

If the relationship you want does not appear as a selection, you can add the relationship as necessary. Under Constituent, select New and select the type of relationship to add. For information about how to add relationships, see the Constituents Guide.