Steps on how to delete If a Planned Giving record has not been used in the Period Close process, it may be deleted.
| 1 | Go to the Admin menu, then click Planned Giving Search. |
| 2 | Preform the search and identify the desired row to delete. |
| 3 | Highlight the row and click on the |
| 4 | This will bring up a confirmation message , click. Click OK if you wish to delete the Planned Giving record, or Cancel if you wish not tootherwise Cancel. If the Planned Giving record has been used, a message will pop-up to advise it may not be deleted. |
