Cancel a Pledge in Directory

This article provides steps for to cancel a pledge in Directory.

You can cancel a pledge for a family or member in Directory. A pledge can only be cancelled if no contributions have been collected for the pledge. When a pledge is cancelled, it is deleted from the system, and the gift (including any scheduled installments) specifically created to fulfil the pledge is cancelled. When contributions have already been made toward a pledge amount, the pledge can be stopped by completing the pledge.

Note* Other gifts the donor may have created toward the same fund are not cancelled when the pledge is cancelled. Only the gift specifically created to fulfil the pledge is cancelled.

 

Complete the following steps to cancel a pledge in Directory:

1. In Directorysearch for and select the family or member to view the detail page.


2. In the main menu, select Contributions.


3. On the Pledges card, click the ellipsis of the pledge you want to cancel.

3. Select Cancel Pledge in the drop-down menu.


4. Enter Cancel to confirm.

5. Click the Yes, Cancel button.

 


Check this out for more information on how to update a pledge in Directory or to view pledge details in Directory.

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