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 | Preform the search and identify the desired allocation to delete. |
| 3 | Highlight the row and click on the Delete button. |
| 4 | 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. |