Hi all,
We have been recording tribute gifts using an appeal called LO FYXX Tribute, with each source being a separate "in memory/honor of...."
Next week, I'm going to need to list our tributes out in a way that looks like the following:
In honor of Teddy AbramsMr. William Abrams and Ms. Karen O’Leary
Assuming that the "in honor of Teddy Abrams" portion is the source description, how can I export the data that links each gift to that source?
I am used to doing a list where the criteria is a specific source code in order to produce contact information for families (notificants) of the tribute so that they can thank the donors for their gifts, but that list often needs to be further edited because it pulls gifts in not related to the source itself (basically if a constituent makes a gift with that source, it gives me all the gifts on record for that constituent and not just the one related to the source). I'd prefer not to have to do that for this project, so I'm curious if I am doing something wrong in my output sets or if there is a better way to get what I want.
Hi Jonathon,
We use Contribution Creditee and creditee types of in honor of and in memory of. This makes it easy to pull the donors that made gifts and links them to the tribute.
Do your tribute gifts go to a unique fund? You could use fund in your output set and then filter by the fund that the tribute gifts go to. But we do what Laurel Quaintance posted above for our tribute gifts.
That's probably most helpful - thanks.
Oh - and when we moved to Tessitura, we took the opportunity to move away from the format you have above (which for us was an easy canned report in Raiser's Edge previously) to just move to a list of all the honorees . Example: Gifts were made in memory of: list of names, etc. We do this for our Annual Report and our lists were getting larger and unweildy and we are moving into a Campaign so looking a these kinds of things make sense to us. Also, it keeps the name lists that go to surviving family members discreet.
Thanks - that's interesting - when we transitioned from RE to Tessitura, the appeals/sources way was recommended to us by Tessitura itself. Using the example in my original post, would I then do the following?Record the gift on William Abrams' account and do a soft credit (with a type of "In honor of") on Teddy Abrams' account - is there a possible problem of folks who aren't constituents? Do I have to choose a constituent or create one if it doesn't exist in our system?
That makes sense. I'll download a copy of your annual report and propose the change.
Couldn't you filter the output set element for contributions you include by the source in question, and then by date? That said, we also record honor/memory gifts as mentioned above, using a creditee type for each, "In Honor of" or "In Memory of".
I'll give it a try. Thanks for the suggestion.