For gifts that are not marked as posted:

  1. In Records, click Gifts
  2. Open an existing gift or add a new gift for the constituent whose planned gift was realized
  3. On the gift record, select Gift, Apply to, Planned Gift  
  4. On the Apply Gift to Planned Gift screen, mark the Apply checkbox on the row for the appropriate planned gift
  5. Click OK
  6. Save and close the gift  

For gifts that have already been posted, review How to apply or unapply a posted gift to a pledge, recurring gift, or planned giving gift