**Insert Blurb**
Delete Planned Giving Allocation
...
Only Planned Giving Allocations that have not been used in the Period Close process may be deleted.
Go to the Admin Menu,
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then click Planned Giving
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Allocations.
Perform the search and identify the
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allocation to
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be deleted.
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Highlight the row and click
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the
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Delete button.
This will bring up a confirmation message
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. Click OK if you wish to delete the Planned Giving Allocation,
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otherwise click Cancel
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.
If the allocation has been used, a message will appear to advise and the deletion will not be permitted.