In Batch:
  1. Complete the gift entry row.
  2. Tab down to begin a new row.
  3. Highlight the gift that needs to be linked.
  4. Go to Gift > Apply to > Planned Gift.
  5. Select the appropriate planned gift to link gift.
  6. Click Okay.
Note:  The Planned Gift record must already be entered. Refer to How to track (add and realize) planned gifts

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.