Tribute donations messages
Sadly, my idea is in here, just archived - with over 50 votes no less!!
Come on guys, this makes sense and is a nice option for donors to see clearly and for those who receive the notices to get a personal note. Folks make notes, but there's no way for the ack recipients to get them (without us doing cutting and pasting...) Original post below. Said much better than I by @lannie troon
Comment With Tribute Notification
I'd really like to add a field to the tribute section of a donation that could contain a comment that would then be available for the tribute letter templates. Honor tributes are often made for a special occasion and donors of memorial tributes sometimes add sentiments with their gifts that are nice to share with the family. It would save a lot of time to be able to add these tribute phrases directly into a donation record and have them automatically added to the letters.
Marsha Strauss
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal
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Rachael Rosas
commented
This would be especially helpful when someone from the community passes who we receive a lot of memorial donations for. One-offs aren't so bad, but when you need to click into each tribute gift to see if there is a note for the family, it can be rather tedious.
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spencer butler
commented
This is a great idea, especially for memorial funds.
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Amy McGuire
commented
I suggested as well, and included the ability for Fund Advisors to see notes in the portal as well as receive via email if they have checked "donation notification box."
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Amy McGuire
commented
It would be great if notes left when a donor makes a tributes gift, or when a donor makes any gift online, were able to populate the donor record, under "description" so when an email notification was sent, the Fund Advisor (who has requested "donation notification") would see the notes.
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Amy McGuire
commented
I would think others would need this feature.
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Amy McGuire
commented
Create a path where tribute notes made online could be attached to the notification emails. Right now, we have to manually cut and paste these notes to forward to the tribute recipients.
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Leeann Wright commented
Allow the tributes template to import notes the donor made. For example, Donors often make a gift "In Honor" of someone on their birthday and the donor writes "Happy Birthday" in the "additional notes" section of the online donation form. There is no way for me to pull that information into the tribute template.