Optional Module Monday: The Tribute Module
Record stores are full of tributes, and there's another kind of a tribute you can add to records in The Raiser's Edge. The tribute module tracks donations made in honor or memory of an individual. Tributes are added in two places: the honoree's constituent record, and on each tribute gift.
To make a constituent an honoree, select the Honor/Memorial tab and mark the Constituent is an honor/memorial checkbox, then click New Tribute on the action bar.
In the new Tribute, select a Tribute type such as "For The Birth Of," "In Memory Of," "In Celebration Of," or "For The Scholarship Of." Then, add a description to further define the tribute. You can include the description in Honor/Memorial Acknowledgement letters and other areas of the program so you should enter it as you want it displayed.
For recognition purposes, add Acknowledgees to the Tribute. Acknowledgees are the family members, friends, associates, or honorees who should be notified when a gift is donated. These acknowledgees do not have to be constituents in the database but must be listed on the Relationship tab of the honor/memorial's constituent record. On the General 2 tab on each acknowledgee's relationship record, mark the Acknowledge this individual for hon/mem gifts for the relationship. When this option is marked, the acknowledgee automatically populates on new tributes created from the Honor/Memorial tab on the honor/memorial's constituent record.
Remember to mark the Gifts may be given to this tribute checkbox. If this checkbox is unmarked, no gifts can be associated with the tribute.
To add a Tribute gift, enter a gift that same way would any other gift, then select the Tribute tab. On the action bar, click New Tribute to designate this gift to the honoree. In the Honor/Memorial field, click the binoculars to search for the honor/memorial record. The Open screen appears. Enter the honor/memorial name and click Find Now to add the tribute's name to the Honor/Memorial field. All defaults from the Honor/Memorial tab of the honor/memorial's constituent record appear on the New Tribute Gift screen.
In the Acknowledgees grid, leave the checkmarks in the Ackn? Column next to the acknowledgees to indicate you want to notify them that the donor gave a gift and leave the default value "Not Acknowledged" in the Acknowledge field. When you run Honor/Memorial Acknowledgement letters, letters will print for these acknowledgees.
When you save the gift, the Tribute information will be included and the gift will be included in your Tribute Reports. For additional information about the Tribute module, review Knowledgebase solution BB47606.