How do I mark a tribute gift without creating a profile. For example, my organization is a school, and alumnae will sometimes make a memorial gift, "In Memory of All Deceased Members of the Class of whatever year." I think it's a bit ridiculous to create a profile for the Deceased members...

Has anyone ever implemented something like this. An affliation of ours is being pressured by their Board to start offering these, but they asked my advice on how to track this in RE. I am not sure how they would go about this, has anyone does this before?

How do you handle this scenario? A check is received in memory of an individual. The check is received from Mr. and Mrs. John Doe. Therefore, a consituent record is created for Mr. and Mrs. John Doe. However, they would like the acknowledgment card that is mailed to the family to state: Mr. and Mrs....

Hi. I’m looking for some advice/suggestions. We have a donor who has set up his own fund here. At times he contacts us and tells us he wants to make a donation from this fund as a memorial gift. Essentially it’s almost a courtesy – we send a memorial notice to a recipient at his request. Because the...

The # of memorials/tributes we have is much smaller than what Marsha described. Our procedure is to write thank you/receipt to donor referencing memorial/tribute upon receipt. As a community organization, we almost always know the person/family being honored with the gifts. Sometimes, they bring in the...

Hi everyone. I have a series of questions related to tributes. I have always worked in organizations that have the tribute module, however at my current org, we don't have it yet. My question is this: 1.) Does anyone have a time effective way to run tribute letters so it automatically generates a...

I may be out in left field - is your "gift fund" the same as your fund? If it is it looks like under Mail > Honor/Memorial Acknowledgements > Fields to Include tab > Gifts > Fund description is an option. If your gift fund is not the same name as the fund, is it possible to use...

I want to create a rule so that if someone enters a gift for a specific tribute, they are notified to take a specific action. I attempted to create a query and implement it in business rules under the Gift option, but it didn't work. Any ideas?

Hello, I'm new to RE, and I'm attempting to find the best way to utilize the Honor/Memorial Tab. We have memorial and honor gifts come in everyday, however, I work for an animal welfare organization so sometimes the gift is in memory of a pet. I don't want to create a record for the pets...

Ever since upgrading to the latest version of Raisers Edge (7.91.5056.10), I have been unable to successfully have a default name set up for a tribute. It only works if I leave it blank and enter the tribute name manually for each gift record. If I have a default tribute name entered in the gift batch...