I read the forum posts all the time but have never posted before... I have a new staff person assigned to the job of "Mail" -- Donor Acknowledgements and Hon/Memorial Acknowledgements. I think the prior staff person was not using the auto acknowledge process and now as the new person is training...

Hello everyone: I'm curious what steps your organizations might have in place for gifts you receive that are in memory or honor of an individual? When an acknowledgee is provided, whether it's the individual being honored or a loved one of the deceased, what is your current process for making...

Hi, Does anyone out there have an SOP on how to list donors in the annual report. We want to be consistent when listing donors. Currently we list them as Mr. and Mrs. John Smith, Mr. & Mrs. John Smith so its not consistent at all. If anyone can share a document or share what they are doing that would...

We send the info on to an acknowledgee and have not had a problem. The donor knows that we do so as our thank you/receipt to the donor states we have notified the family/appropriate party of their honor/memorial gift. Have never had any issues raised.

I'm assuming that when you refer to "Salutation" what you're really talking about is how he prefers to be acknowledged to the family for an honor/memorial gift. If I'm wrong, then everything I'm about to type will be wrong, as well, so ignore it. Our Addresses and Salutations...