<< Click to Display Table of Contents >> Navigation:  Release History > Release 2.86 > In-Memory/Honor Of Notifications

 

BasicFunder now has a module to send Notification letters to people when donations/gifts have been received In Memory/Honor of some one.  The donor who gave the donation will receive the Thank You Letter/Receipt in the normal manner.  Family members, friends, colleagues can receive notifications, that donations have been received In Memory/Honor Of.

 

In the Donation Entry screen below we can see where we indicate a Donation was given In-Memory/Honor of someone... in this example the person is "Kenneth Gordon".

 

 

 

The setup of In-Memory/Honor Of people, has been expanded to allow you to associate persons whom you want to send notification letters to, when In-Memory/Honor Of gifts are received.

 

1.  Select the In-Memory/Honor Of person from the In-Memory/Honor Of List.

2.  Click the Associate Person.  A Search List will appear, allowing you to select from the Donor List.

3.  If you want to remove someone form receiving a notification, highlight their name and Click the Remove Association button.

 

 

 

You need to setup a Letter specifically designated to be used for Notifications.  

 

 

On the Letter/Receipt menu, use the In Memory Notification option to generate letters.

 

 

 

Follow the steps....

 

1.  Select a Date Range

 

Selection Process:

•Only Donation with in the date range will be considered

•The Donation must have an In-Memory/Honor Of selection on it

•The In-Memory/Honor Of Setup must have Associated people assigned to receive the Letter.

 

2. Select the Letter

 

3. Preview/Print  .. Labels to if you need them...