How to Clear a Designation from a Pledge
A designation is a way for a donor to allocate all or part of his or her contribution to a specific program or project. However, circumstances may arise which cause a donor to request that a designation be removed from a pledge. This procedure shows you how to clear (remove) a designation from a donor's pledge.
Use this procedure to remove a designation from a selected pledge record only. If you want to remove a designation from all pledge records associated with a fund, go to How to Remove a Designation Record from a Fund for
instructions.
- Open the Pledges page.
- Find and open the donor's pledge record.
- In the Current Pledge field, click this button to the right of the amount:
(Edit Designations).
A list of designations currently associated with the selected pledge is displayed.
- For the designation you want to clear, click this button:
. - Click
to confirm the change.
The designation is cleared from the donor's pledge record. To indicate this, the value in the Amount field for the designation is set to $0.00.