Edit/Remove an Initial Gift

 How do I edit an initial gift?

1. Click the three dots on the right side of the gift and select “Edit” from the drop down menu.
2. Make any changes you would like and click “Save” in the bottom corner once you are finished.

How do I remove an initial gift?

1. Click the three dots on the right side of the gift and select “Remove” from the drop down menu.
2. If it is a cash legacy, it will be removed permanently from the system. If it is a specific asset bequest, it will reappear in the “Remaining Assets/Balance of Estate” list.