A tribute is a gift that is made in honor or memory of an honoree. After the donation is made, an acknowledgment is sent to the notificant—usually a family member or close friend. Use tributes to designate honorees and funds in advance, and have acknowledgment notices sent to notificants.
To add a Tribute, use the following steps:
Note: There are two ways to select an honoree. Choose one:
Field Name | Required? | Description |
---|---|---|
honoree | No | Use the Look-Up button to choose an honoree from the database. the honoree name in the first name and/or last name fields. If the honoree is not in the database, the first and last names will be added to the database when the form is saved. |
first name | Yes | Enter the honoree's first name. This field will be automatically populated if you choose an honoree who is in the database. If the honoree is not in the database, the first name will be added to the database when the form is saved. |
last name | Yes | Enter the honoree's last name. This field will be automatically populated if you choose an honoree who is in the database. If the honoree is not in the database, the last name will be added to the database when the form is saved. |
recognition type | Yes | Use the dropdown list to select the recognition type. |
description | No | You may enter a description of the tribute. |
fund | No | Use the dropdown list to select a related fund. |
template | No | Use the dropdown list to choose a template for written acknowledgement. |
As you enter information in the search field, a pop-up window with a list of individuals with matching information appears. As you continue to add characters in the search field, individuals which no longer match the information in the search field are eliminated from the list.
Entering information in a search field then clicking the Look-Up button opens a List - Individual page. The individuals on this page match the information entered in the search field.