Adding a Tribute to a Gift
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Overview of FR028UPD
A tribute is a gift given in memory or in honor of a person, organization or occasion. The tribute can be added to a gift once it has been saved. In order to add a tribute, you must first enter and save the gift in Gift Entry. Once the gift has been saved, click the Actions button on the toolbar and select Tribute:
This will add the Tributes tab to the gift:
To add a new tribute, click the New button on the toolbar. The fields will enable for data entry:
The following fields are available on this screen:
Field | Description |
---|---|
Tribute type | Click the drop down arrow to select from a list of active tribute types in the system |
PIN | If the gift is in honor/memory of a constituent in your database, you can set that here. Type the PIN or click the search icon to locate the constituent. You can also add a constituent here by clicking the add button. This will take you to the constituent entry screen |
Tribute amount | Select either full amount or specific amount. If you select specific amount, the amount field will be activated so that you can enter the tribute amount |
Notification | Click the drop down arrow to select from a list of active tribute notification methods in the system |
Receipt letter text | The receipt letter text will default based on the tribute type selected above. You can modify this text if desired |
Memo | If you wish to add a memo to this tribute, you can do so here |
In Honor/Memory of | If the tribute is in honor/memory of an individual not in your database, you can type their name in this field |
When you have finished entering the information, click OK. Click Save on the toolbar to retain your changes.