If a Planned Giving record has not been used in the Period Close process, it may be deleted.
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- Go to the Admin menu, then click Planned Giving.
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- Perform the search and identify the desired row to delete.
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- Highlight the row and click on the Delete button.
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This will bring up a confirmation message. Click OK if you wish to delete the Planned Giving record, otherwise Cancel.
If the Planned Giving record has been used, a message will pop-up to advise it may not be deleted.