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.
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.
That makes sense. I'll download a copy of your annual report and propose the change.