Only Planned Giving Allocations that have not been used in the Period Close process may be deleted.
...
- Go to the Admin Menu, then click Planned Giving Allocations.
...
- Preform the search and identify the desired allocation to delete.
...
- Highlight the row and click on the Delete button.
...
This will bring up a confirmation message, click OK if you wish to delete the Planned Giving, or Cancel if you wish not to.
If the allocation has been used, a message will appear to advise and the deletion will not go ahead.