From Fundraising, select Enter and edit gifts, enter or open a gift or pledge, and select the Memorial/Tribute tab
Dedication area
The honoree of the gift is designated by one of these two choices:
■ ID - designates the ID of the individual being honored. When the ID option is chosen, the ID can be entered here.
■ Name or Message - specifies up to 100 characters of text describing to whom or what the gift is dedicated.
Notify ID
Enter the ID of individuals who should be notified of the memorial/tribute, or click the lookup icon to select a notify ID. Press Tab to enter another notify ID. You must enter the Memorial ID before you can enter a notify ID.
The notify ID must be assigned to the memorial ID on the Notification tab on the Manage customers window (from Customers, select Manage customers, open the memorial ID's record, and select the Notification tab) in order to enter the notify ID in this field.
To delete individual notify IDs from the list, place the cursor on the ID, press Delete, and press Tab.
When you view the Memorial/Tribute tab on the Enter and edit gifts window after the gift or pledge has been saved, the notify IDs are sorted by name or company name rather than by customer ID.
Name
Displays the notify ID's name.
Company Name
Displays the notify ID's company name.
Merge Code
Displays the notify ID's merge code.
Memorial/Tribute Code
Displays the notify ID's memorial/tribute code.
Relationship
Displays the notify ID's relationship to the memorial ID.
Apply all Notify IDs
Enables you to apply all of the notify IDs associated with the memorial ID. When you click this button, the notify IDs are sorted by name or company name rather than by customer ID.
Delete all Notify IDs
Enables you to delete all of the currently listed notify IDs.
Associated Gift
Enables you to display the matching transaction on the Overview tab in the Enter and edit gifts window. This button is only enabled if the Matching Transaction field is not empty and the Enter and edit gifts window is not in data entry mode.
Clicking Associated Gift changes the label of the matching transaction field. If the employer's matching donation is displayed, the matching transaction field will be labeled Original Transaction because this field displays the transaction number of the donor who gave the original gift. If the original employee donation is displayed, the field label will remain Matching Transaction.
View other Donors
Enables you to view other donors who have made donations in honor of the same person or cause.
To enter a memorial or tribute
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click New.
3. Enter a gift or pledge. See To enter a single gift or single pledge (see To enter a single gift or pledge), or To enter an installment pledge.
4. Select the Memorial/Tribute tab.
5. Choose one of the following:
□ ID - Enter the ID of the person being honored.
□ Name or Message - Enter the name or text message specifying the to whom or what the gift is dedicated.
6. Select the Notify IDs to notify.
7. Click Save.