What does the “clone” feature do?
The "Clone" feature creates a clone of the gift, including all its specific details. In the Initial Gifts section, you can clone cash legacies. In the Balance of Estate section, you can clone segments and gifts within those segments. It can be a great time saver when creating multiple cash legacies or segments with the same details but different beneficiaries.
How do I activate the "clone" feature?
- Click the three dots on the right side of the gift and select "Clone” from the drop down menu.
- A pop up will appear with the same details as the previous gift.
- Change the beneficiary and click “Add” in the bottom corner.