- Go to Donors from the Home page under Non-Profit
- Begin typing the name of the donor in the Donor Search box, a list of names will appear
- Select the Donor to be deleted (make sure they have not donated)
- Choose Delete by scrolling down the list on the left-hand menu
The record will remain as a Profile but not tagged as a Donor
- Other options include checking Deceased. This keeps the Donor in the system but they are no longer active and will not be referenced.
Note: If a Donor is associated with an active Fund or Campaign, the system will not allow the Donor record to be deleted.