Using the Tribute Information tab on the Simple Gift Entry or Donation Entry screen, you can define a tribute on-the-fly and send a notice or letter to someone related to the tribute without expecting the donor to know the details.
This tab is available for any donation type.
To add tribute information:
1. From
the Simple Gift Entry or Donation
Entry screen, access the Tribute
Info tab, as shown below.
2. Select
the Tribute Type from the drop-down menu.
The In Tribute To Constituent link is enabled.
3. Click the In Tribute To Constituent link and search for the constituent who the gift is in tribute to.
4. Check
the Create Soft Credit checkbox, if necessary.
Soft credits can be created for the donor for Cash and Pledge fundraising
products. All other fundraising products (including credits entered manually)
are considered soft credits.
5. Enter any Free-form Tribute text, if necessary.
6. Click Save.