Delete Planned Giving Allocation

Only Planned Giving Allocations that have not been used in the Period Close process may be deleted.

1. Go to the Admin Menu, then click Planned Giving Allocations.

2. Perform the search and identify the allocation to be deleted.

3. Highlight the row and click the Delete button.

4. This will bring up a confirmation message. Click OK if you wish to delete the Planned Giving Allocation, otherwise click Cancel. 

   If the allocation has been used, a message will appear to advise and the deletion will not be permitted.