- Complete the gift entry row.
- Tab down to begin a new row.
- Highlight the gift that needs to be linked.
- Go to Gift > Apply to > Planned Gift.
- Select the appropriate planned gift to link gift.
- Click Okay.
Planned Gifts and Realized Revenue gifts must be recorded to the same constituent record. The apply to Planned gift option will be greyed out unless a Planned gift exists on that particular constituent's record already.