Create a Tribute

From the Home page, select Tributes in the Non-Profit column.  Click Create in the left-side menu. Enter the Tribute Name. Choose the type of Tribute from the drop-down. Then click Create. If you have a template built, select it in the Template drop-down menu.  Click Save. The tribute is now added to the system. ...

Delete a Tribute

Please be advised that when a Tribute is deleted, the tribute association will be removed from all applicable donations.  On the Tributes page, search for and select the applicable Tribute. Select Delete in the left-side menu. When prompted, click Yes to confirm deletion.  The Tribute is now deleted. Any unused Tributes can be deleted in batch, by c...

Merge Duplicate Tributes

Please be advised that there is not a way to undo merged Tributes.  From the Tributes page, click List in the left-side menu.  Review the list of Tributes to identify duplicates. Select the ID number of the Tribute you would like to merge.  Then click Merge in the left-side menu.  Search for or Show List, then select the other Tribute you would like...

Generate Tribute Letters

Tribute Letters contain information about donations made in honor/memory of someone. To generate and print Tribute Letters: Navigate to the Tributes page. Select Report Printout from the left-side menu. In the Tribute Report window, select a Date Range (i.e. Year, Quarters, Months), or enter a Single Day and click Run Report. The system will generat...

Available Reports for Tributes*

To generate a Donation Summary Report: Go to Tributes Select Donation Report from the left menu Pick a Report Date Range and choose Create Report The system will produce a table with the Tributes listed along with, how many Donations and the total amount donated for that time span. You can change the dates by selecting Change Date on the left menu o...

Tribute Notify*

If you need to set up notifications to go out when a donation is made in honor or in memory of someone, click Add Notify from the left menu on the Tribute page. Enter the name of the person to notify in the Notify Profile search box. The system will search for the person that should receive the notification, select their profile. Choose the Method b...

Donor created Tributes from the Online Donation Portal*

Your Donors can go to your Online Donations page and when they create a donation and check out they will have the option to create a Tribute via the Tribute fields. The donor can type in the name of the person they wish to honor. When the donation is processed you will see the memorial/in honor of details.  When making a donation from the Online Don...

Tributes Overview*

Tributes is the method by which you may identify donations that are made in honor of, or in memory of a specific person, pet, place, etc.  With Tributes you can: Create specific tributes with which donations may be tagged, and Allow online donors to create a new tribute or select an existing tribute to attribute to a donation....