Tribute Transactions
What is a Tribute?A tribute gift is a gift made in honor, in memory, in the name of, or on behalf of another person or organization. An example would be if someone passes away and their family requests donations to your organization in lieu of flowers. Those gifts would be made as a tribute to th…How do I designate a transaction made as a tribute?Tributes can be collected from donation pages and you can manually record them on the Transaction entry page. 1. For a manual entry, start by creating or editing a new contribution. The Date, Amount, and other fields at the top of the page are completed as you normally would. 2.…Can I add a tribute type?Yes, you can add tribute types when adding or editing a transaction. Click on the up and down arrows of the drop-down box and click on <New/Edit>. You can also edit this list from the Account Settings > Options > General > Manage Picklists dropdown list. Select +A…Can I edit or delete a tribute type?Yes, you can add edit or delete types when adding or editing a transaction. Click on the up and down arrows of the drop-down box and click on <New/Edit>. You can also edit this list from the Account Settings > Options > General > Manage Picklists dropdown list. To…Can I change the order that the tribute types appear in the dropdown box?Yes, you can change the order of the tribute types when adding or editing a transaction. Click on the up and down arrows of the drop down box and click on “New/Edit.” Find the value that you want to re-order and click on the icon with 3 rows that is to the left of the value. Dra…How do I see if a transaction was a tribute?Any tributes will be included on the Transactions grid with a check mark in the Tribute column. You will also see who made the contribution under the Last Name/Constituent field, as well as the Tribute Type, Notification information, and Tribute Notes.How do I send tribute notifications to family members?When donations are made as a tribute, the donor or family may provide information on who should receive notifications of the contributions. If this information is available, you can create statements for the people who are receiving the notification that include a list of all co…