PSG Donors - Donor Profile: How to Delete a Scheduled Gift

How to Delete a Scheduled Gift For a Donor

1.) In your ParishSoft Giving Control Panel, go to "Donors".

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2.) Search for the Donor you wish to remove the Scheduled Gift for.

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3.) Hit the "Action" button and choose "View Transactions" to view the Donor's Profile.

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4.) Click "Login as Donor".

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5.) Go to the Donor's Scheduled Gifts.  Then select the correct Schedule (if there are multiple, They will show as "Schedule 1, Schedule 2" and so on) and select "Delete Schedule".

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When you go back into the Donor's Profile on the Admin Site, you should notice the Scheduled Gift is now gone.  If the Gift is still there, refresh the browser page to update changes.

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