Only Planned Giving Allocations that have not been used in the Period Close process may be deleted.
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Go to the Admin Menu, then click Planned Giving Allocations.
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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 Delete button.
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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.
If the allocation has been used, a message will appear to advise and the deletion will not
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be permitted.