Deleting gifts and pledges

Although you can delete gifts in iMIS Fundraising, there are some important guidelines to consider before deleting a gift. A gift cannot be deleted if any of the following conditions are true:

  • The transaction has been posted to the general ledger
  • There is an invoice balance for the gift or pledge, or the installment is not zero
  • A reminder (invoice) or receipt has been issued

Note: If a gift was entered against the wrong ID, Fund, or Distribution, and the batch has already been posted, you can correct the entry (see Correcting a gift after the batch is posted) by creating a new batch, negating the original gift, entering a credit memo, and then reentering the gift correctly.

Warning!  

Although iMIS allows you to delete a gift before a reminder is printed, no audit trail of the transaction is created if you delete a single gift or an installment pledge with a down payment. Deleting an original gift does not delete a matching gift or request.

To delete a gift or pledge

  1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
  2. Click Open to open an existing gift or pledge.
  3. Click Delete to delete the transaction.

    4. A message is displayed asking you to confirm the deletion.

  4. Click Yes to delete the entry.

Note: You cannot delete an installment pledge after a reminder has been issued. Although you can issue a credit memo to zero out the balance of the pledge, it does not remove all traces of the original installment pledge. You will continue to see the installment pledge in the AR/Cash tab on the donor's Manage customers window, in the Fundraising history tab, and on the Overview tab on the Enter and edit gifts window if you do a Find on the donor ID. If multiple payments have been made on the installment pledge, you must issue a credit memo for each individual installment.