Promises to Give Summary

This template allows you to aggregate information about all of the Promise to Give – Individual Promise workbooks and summarize the balances and related financial statement information.
To link in an existing Promise to Give – Individual Promise workbook, follow these steps:
  1. Go to the Input sheet.
  2. Click the Add Link button beside an open row.
  3. The template will provide a window allowing you to browse to the Promise to Give – Individual Promise workbook.  Browse to select that workbook and click OK.
  4. The template will enter the appropriate information about that promise in the related row.  
The information from the individual promise templates will be dynamically linked to the related worksheet.  Each time you open the Promise to Give Summary template containing the linked information, you will be prompted to update the links.  If you choose Yes at the prompt, the linked information will be automatically updated.