If a Planned Giving record has not been used in the Period Close process, it may be deleted.
- Go to the Admin menu, then click Planned Giving.
- Perform the search and identify the desired row 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 record, otherwise Cancel.
If the Planned Giving record has been used, a message will pop-up to advise it may not be deleted.