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...

I’m trying to obtain a list of tributes created on or after a certain date. Previously when a new tribute was created, the ‘date from’ field was not utilized. It’s standard to use it now but this means I can’t use the ‘date from’ when querying on tributes that pre-date me. As a work around, I’m trying...

After ten years of using the tribute tab and the Mail to send honor/memorial letters, we all of a sudden have a rash of donors requesting that we include the gift fund in the acknowledgement to the family. Gift fund isn't one of the available fields, that I can see. Has anyone come across this request...

The RE Mail - H/M Acknowledement Letters are meant for this purpose.

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 are currently working on Honor/Memorial Acknowledgement Letters, and when we originally did the mailing for Honor/Memorial Letters and exported the data we exported as an unreadable file to our system; however, I believe we also set those letters as being "acknowledged." When we tried to...

I am having several problems with using the 'mail/honour memorial acknowledgement' function in RE since we upgraded to Vista Business and Office 2007. My mem. acknowledgements were working fine before, however, now my merge fields are empty, or pulling the wrong information. In the addressee...

Take a look at the Honor/Memorial Tab on your deceased constituent record. You can create multiple Memorials and use the Description (or notes) field as your indicator. In the situation you have described, we err on the side of just saying in memory of Jane Doe and creating one Memorial record. The acknowledgement...

Do you have the Tribute module? If so, there 's a function in Mail called Honor/Memorial Acknowledgement that is for that very purpose.

Could I get information on how other organizations do the Family Notification piece with respect to memorial gifts? Is it possible to do so using mail/acknowledgements? Our organization uses both receipts and acknowledgements. Thanks to members of this forum, I now am able to use the acknowledgement...