---
schema_version: "1"
id: b726de432bddcdfc7e08d81174be2ff78f14f3fd91c968de28325380d462ef3f
title: Automate Planned Gift Calculation in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_calculate_values_button_planned_gift.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_calculate_values_button_planned_gift.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93a3e019a1f8ee3a26af625771e908380db0723ea1f1d766bca015ffe5428952
description: Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data.
products:
  - Nonprofit
release: "264"
---
# Automate Planned Gift Calculation in Nonprofit

Add a button to the Planned Gift record page that recalculates present, deferred, and future values when you refresh planned gift data.

### Required Editions

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            <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d12156e42 ">Available in: Lightning Experience</td>

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              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with Nonprofit Cloud
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12156e87 ">To update Fundraising settings and page layouts:</td>

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              <p style="margin-bottom:0;">FundraisingAccess permission set</p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12156e87 ">To configure flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12156e87 ">Manage Flow</td>

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Before you start, complete the [prerequisites for Gift Planning](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_prerequisites_for_gift_planning.htm&release=264.0.0&type=5 "Simplify the management of complex gift planning processes by turning on Gift Planning and Gift Agreements in Fundraising. To further improve the process, add related fields to the Fundraising page layouts. To keep gift values and gift types up-to-date, set up calculation and visualization for planned gift records.") and confirm that you have created your own active version of the Update Planned Gift When Expectancy Changes flow.

Planned gift automations calculate the present, future, and deferred future values based on data such as principal amount, net return rate, discount rate, term, and expectancy. When the Expectancy field changes, the Update Planned Gift When Expectancy Changes flow recalculates these values automatically. To easily recalculate the values when other fields change, configure a button on the planned gift record page that runs the Update Planned Gift screen flow.

1. From Setup, click **Object Manager**, and then find and select **Planned Gift**.
2. Select **Buttons, Links, and Actions**.
3. Click **New Button or Link**.
4. Enter these values in the fields for the button.
    1. Enter a label. For example, Calculate Values.
    2. The name is populated automatically.
    3. Select **Detail Page Button** as the display type.
    4. Confirm that **Display in new window** is selected as the behavior.
    5. Confirm that **URL** is selected as the content source.
    6. Use this flow URL for the button content.
        
        ```
        /flow/plndgiving__UpdatePlannedGift?plannedGiftId={!PlannedGift.Id }&retUrl=/{!PlannedGift.Id}
        ```
5. Select **Page Layouts**, and then click **Planned Gift Layout**.
6. Click **Buttons**, and then drag **Calculate Values** to the Planned Gift Detail section as a custom button.
7. Save your changes.

After you complete these steps, the **Calculate Values** button appears on planned gift record pages, where you can run the screen flow.