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.
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?