Tributes

You can use eTapestry to track gifts given in tribute of someone. For example, when someone passes way, the family might request that a donation be made to your organization in lieu of flowers. Alternatively, when someone active in your organization celebrates a birthday, wedding, or anniversary they may donations to be made in lieu of gifts.

To track whether a transaction is made in honor of, in memory of, or in celebration of the tribute account, add a transaction user-defined field called "Tribute Type." For details, refer to Create a tribute type UDF for transactions.

When you learn that you will receive donations on a tribute's behalf, open the account that is being honored or memorialized. From the account page, click Account Settings. Under Tasks, click Add Role, select the tribute role, and then click Save. When you add an account, select Tribute instead of or in addition to Constituent role. For more information account types/roles refer to Account Roles. For information about how to manage roles for an account, refer to Account Settings Page.

When you receive a gift that is made in tribute of someone, add new gift information from the donor's account as you would normally. Then, enter the additional tribute information.

You can notify donors that their tribute gifts were received and thank them for their support by sending tribute notifications.

To track tribute gifts, use the eTapestry standard tribute reports. To access these, go to Reports, eTapestry Standard Reports, Tribute Reports. For more information, refer to Tribute Reports.

  1. When you receive a gift that is in tribute of another person, access the donor's account.

  2. Add the new gift information as usual.

  3. Under Gift Types and Pledge Information, select Tribute, Soft Credit, Matching Gift Relationships.

  4. Under Tribute Information, click Select.

  5. On the Find Account page , search for and open the tribute account.

    Tip: You can also add a new tribute account. Click Add account, enter the relevant tribute information, and click Save.

    The tribute information appears on the new gift and you return to the gift page.

  6. Select Defined Fields.

  7. In the Tribute Type field, select whether the gift is in honor of, in memory of, or in celebration of the tribute.

  8. Save the gift.

To thank donors for a tribute gift in honor or memory of someone and to send a tribute notification to a recipient when a gift has been received, use eTapestry's notification process.

  1. To set up notifications, go to Management, User Defined Fields.

  2. On the page that appears, click the Base category.

  3. Under Tasks, select New Defined Field.

    1. On Step 1, in the Name field, enter "Notify." In the Data Type field, select Text.

    2. On Step 2, in the Other row, select Relationships.

    3. On Step 3, you can select whether the field should be required.

    4. On Step 4, under Display Type, select Select from a set of values.

    5. Then, go to Step 6. In the Name field, enter "Yes" and click Add Value.

    6. To save the Notify user-defined field (UDF), click Save and Finish.

  4. Next, add the individual who receives tribute notifications as a constituent account. Then establish a relationship between this account and the tribute account.

    1. From the donor's account, open the relationship page and select New Relationship.

    2. In the Relationship Type, field select the type that applies to tributes.

    3. Under Choose Accounts, click Select Related Account to find and select the tribute account. In the Notify UDF, select Yes.

    4. In the Notify UDF, select Yes.

    Note: To notify someone a gift has been made in honor or celebration of them, create a constituent account and a tribute account for the individual.

  5. After you establish a relationship between the donor who receives the notification and the tribute, use the Tribute Notification Export to export the tribute data and merge it in your Microsoft Word notification letter.

    1. From Management, Standard Exports, click Tribute Notification Export.

    2. To include all tribute gifts in your database, select the Base category and select the All Tributes Query.

      After you process the export and save the file to your computer, you can merge it with your Word letter.

      Tip: When you create your own query to use for this export, remember to base the query on All Tributes. Do not select All Constituents. Also, under Relationship Defined Fields, make sure you select Yes.