Choosing a Beneficiary

How do I gift to an individual beneficiary?

1. Ensure you are on the People tab.
2. Click the checkbox on the right side of the beneficiary you wish to chose.

How do I gift to multiple beneficiaries? 

1. Ensure you are on the People tab.
2. Click the checkboxes on the right side of the beneficiaries you wish to chose.

How do I gift to a class of beneficiaries? 

1. Ensure you are on the Classes tab.
2. Click the checkbox on the right side of the class you wish to chose.

How do I gift to a beneficiary who does not appear on the drop down list?

1. Ensure you are on the People tab.
2. Click the +New Person button in the bottom left.
3. Select the individual you wish to add to and the status of their relationship with that individual. 
4. Fill out their details and click “Add”.

How do I gift to a charity?

If you have already added this charity to the system:

1. Ensure you are on the Charities tab.
2. Click the checkbox on the right side of the charity you wish to chose.

If it is a new charity that has not yet been added to the system:

1. Ensure you are on the Charities tab.
2. Click the +New Charity button in the bottom left corner. 
3. Fill out their details and click “Add”.

Here is a list of the Class Beneficiary Types:

• Children
• Grandchildren
• Siblings
• Parents
• Nieces and Nephews
• Issue
• Spouse's Siblings
• Spouse's Parents
• Spouse's Nieces and Nephews
• Spouse's Issue
• Spouse's Children
• Spouse's Grandchildren
• Children Of a Selected Individual
• Issue Of a Selected Individual
• Grandchildren Of a Selected Individual