When a planned gift is created 3 records are actually created:
• Planned Gift (with a designation)
• Planned Gift Revenue – the designation defaults from the planned gift
• Payment applied to Planned Gift Revenue - the designation defaults from the planned gift revenue
There is no way to change the designation on these at one time. These cannot be changed using a revenue update batch either. Some clients require their users to make all changes to revenue in revenue update batch and that cannot be accomplished here. The designation must also be changed 3 separate times.