Tributes can be collected from donation pages and you can manually record them on the Gift entry page.
- For a manual entry, start by creating or editing a new contribution. The Date, Amount, and other fields at the top of the page are completed as you normally would.
- Set the toggle Tribute to YESto reveal the tribute information fields.
- Tribute Type - a dropdown list to choose what kind of tribute this is, you can edit this list as desired using <New/Edit> at the top of the list
- In Tribute Of - the name of the person or organization being recognized. They do not need a constituent record in the database.
- Tribute Notification Name - Name of the tributee, family member, or contact person who should receive the notification of all the tribute contributions made
- Tribute Notification Email and Address - the contact information for the person receive the notification
- Tribute Acknowledged - This should be blank when initially entering the contribution unless you have already notified the tribute's family or contact. It is used when this contribution is included in a summary report to the notification recipients.
- Tribute Acknowledged How and Date - These fields should also be blank during initial entry unless the tribute notifications have already been sent.
- Tribute Notes - any special messages or other information about the tribute.
- All the same fields as a typical contribution entry are available below the tribute item fields including matches, soft credits, etc. Be sure to select the remaining fields as appropriate before proceeding to save the entry.
- At the top or bottom of the page, click Save to save the entry. Click Save And New to enter a new gift for this constituent or select Save And Acknowledge to print or send your thank you letter for the contribution.
This information will appear on the Gifts Grid in the Fundraising Module for easy reporting and analysis. Tribute gift notifications can be sent out one at a time, or can be sent as a summary report using the Mail Merge feature.
