We do three things to capture data regarding tributes: 1) When we are entering the gift in the batch we select the "Tribute" button (looks like a scroll), select Add New and then locate the person who is being honored. This allows us to easily track tributes from both the donor and the honoree...

I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

We migrated from GiftMaker to RE a little over a year ago and are not (yet) consistent with soft crediting. We want to create a policy and implement it.... at this point, remaining spouses are soft-credited for gifts when the primary spouse dies, and we have soft-credited in cases of two donors, giving...