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...

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...

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...

We have a card sent to the family of the deceased, that includes up to 5 names (another org had up to 10 with addresses). RE Mail - Hon/Mem Acknowledgement letters Fields to include tab 2 - here is where you pick what info you want to have on your letter (donor name or name & address), you want to...

I have a specific tribute that has about 120 unique donors who gave in memory of this person. I would like to create a full list for the acknowledgee of this memorial. In mail the honor/memorial acknowledgement letter will not let me consolidate that many gifts for one tribute (not sure what the max...

We also have a 48 hour turn around goal for our acknowledgment letters. However, sometimes an honor/memorial event occurs where there are a number of donors making gifts. So, about once a week, we will send an acknowledgement to the person to be notified of gifts (family of the deceased or honoree),...

For those of you with frequent memorial donations, do you have an easier way for for this scenario? Donor Mary Smith sends a check with a note that it the gift is made on behalf of Mary, Joe, Sue and Mike. Currently, in my acknowledgement letter I just manually edit the letter to say Thank you for you...

I usually do this as a 2 step process: I run a letter from Mail/Honor-Memorial acknowledgements which does not reference anyone but the acknowledgee and the tribute I then run a Report to enclose with the letter A) Tribute Reports/Honor-Memorial Contributors list *Note this is what I usually do as we...