Locating an Existing Bequest

UNDER REVIEW

To find an existing bequest, you need to do the following:

1. Click on the Manage Bequests link from a partner record:
   
   
   
   The Bequests page will be displayed:
   
   
2. (optional) Enter a bequest ID in the Bequest ID text field and click on the Find button. If the partner has only a few bequests, you can skip this step unless you know the specific bequest ID that you are searching for.
3. Use the dropdown menu to the left of the bequest that you want to view to click on the Edit link:
   
   
   The General tab of the Bequests section will be displayed:
   
   

From here, you can perform the tasks that you need to.