How do I update Planned Giving information in bulk?

You can import planned giving information to multiple contact records or update several planned gifts at once using Bulk Apply. 

Step 1: Prepare your data file 

1. Create a spreadsheet with the planned giving information you want to import 

2. Include a column that uniquely identifies each contact (like Contact ID) 

3. Format your planned giving data according to system requirements 

4. Save your file in a compatible format (CSV recommended) 

Step 2: Access the Bulk Upload or Bulk Apply feature 

For new planned giving information: 

1. Navigate to the Bulk Upload feature

2. Select your prepared file for upload 

For updating existing planned gifts: 

1. Run a report to identify the records you want to update 

2. Select the records to update 

3. Choose the Bulk Apply option 

Step 3: Map your fields 

1. In the field mapping screen, locate "Apply Planned Giving Plans" 

2. Map your spreadsheet columns to the appropriate planned giving fields 

3. Ensure all required fields are mapped correctly 

Step 4: Review and confirm 

1. Review your mapping to ensure accuracy 

2. Check for any warnings or errors 

3. Confirm to proceed with the update 

Step 5: Verify the updates 

1. After processing completes, check a sample of updated records 

2. Verify that planned giving information appears correctly 

3. Make any individual corrections if needed 

What else do you need help with? 

• Understanding Planned Giving Plans 
• How do I add a Planned Giving Plan? 
• How do I manage key relationships for Planned Giving?