Adding a Tribute to a Recurring Gift

Our constituents would like to honor someone with a Tribute on their Recurring Gifts. Being able to copy the Tribute automatically from the parent record to the Pay-Cash record would allow us the ability to a) track the gifts on the 'In Honor Of' Tribute record and b) create a more personal Thank You letter that mentions the Tribute's Name, and c) send an acknowledgement to the 'In Honor Of' Tribute so that they know the total amount of gifts that have been given for a period of time.

  • Pam Aylor
  • Jan 20 2021
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