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Elise Kimura Tittle
How to Notify Honor/Memory Gifts

I'd like to know how others handle gifts received in honor or memory of someone when donor requests notification to honoree or relative of memorial.

Peggy Dolter
How to Notify Honor/Memory Gifts

Hi Elise,

Our primary gift entry person does an export to Excel once or twice a month just for memorial/honor gifts.  It is merged into a Word document  that produces executive-sized letters to the honorees or the next of kin.  Each letter just says who gave the gift -- it doesn't say the amount of the gift.  We used to do little cards instead of letters, but they were a pain.

Peggy Dolter / John Burroughs School / St. Louis, MO / www.jburroughs.org

 

 

 

Elise Kimura Tittle
How to Notify Honor/Memory Gifts

Hi Peggy,

The reason for our post is we used the relrecrut field in the constituents relation and with it gone, we began wondering what other organizations used. We started using it also for the scholarship recipients to be notified and the donors to be notified because of our past visit at your school. What kind of report do you use and would you be willing to share???

Thank you for any thing that you can provide

Elise