Hello All-
I am wondering how all of you handle in honor / memory of gifts that come in through your website. We are using TNEW, and have a place on the donation page of our site to indicate whether the gift is being made in honor or memory of someone and what that person's name is, and I can view that information through CSIs. However, I would like for that to also be recorded on the contribution detail itself. Is there a way to have that directly saved to the contribution at the time the gift is made online? If not, I am curious how others handle this. When I process these types of gifts myself, I add the honoree / in memorium person as a creditee, indicate the creditee type and also use an "IHO/IMO" gift designation.
Thank you,
Lindsay
Portland Symphony Orchestra
Hey Lindsay,
At Tulsa Ballet, the situation we had was essentially the same as you described; the TNEW form prompted the donor to identify the person they made a gift in honor or in memory of, and then after the fact, I would go back in and add the creditee information.
Unfortunately, I don't have any better information about how you could automate that process during the actual TNEW transaction path.
Brian
Brian, thank you for your response. What you describe is essentially the solution I came to as well; however it is complicated by the fact that web gifts are treated by the system as orders, and as a Development Staffer I don't have access to the Order tab at all, so we are working through that on an organization level.
Best,
Hi Lindsay,
FWIW, we use TNEW and use a specific LTR_TNEW_CONTRIB_TYPE for Tribute Gift. The donor fills out a form, the information is collected in a CSI and the money is sent to On-Account. The Records Team runs the CSI report and the On-Account Tracking Report once every couple days (more often around the holidays) and manually enters as Contributions at that point (with a $0 soft-credit to the Tributee). Little more work, but it ensures that Tributes are entered the way our Records team wants.