When a someone makes a donation in honor of, or in memory of, someone else, send the notificant a Tribute Notificant letter.
If a tribute has more than one notificant, a letter is generated for each notificant.
Create Tribute Notificant Letters
To create a new tribute notificant letter template:
Click Communications.
Click Letters.
Click New.
On the Tribute Notificants tile, click Select.
Enter the details for your letter:
Name: A brief, descriptive name.
Purpose: The main purpose of the letter.
Allow Blank Merge Fields: Select this option to include constituents that have blank merge fields. If this option is not selected, constituents with blank merge fields will be skipped.
Allow Bad, Incomplete, or Missing Addresses: Select this option to include constituents that have bad, incomplete, or missing addresses. If this option is not selected, constituents with bad, incomplete, or missing addresses will be skipped.
Click Next.
On the Edit Letter page, personalize your letter. By default, tribute letters include the Tribute Type, Tribute Name, Donor Name(s), and Donor Address Block merge fields. For a list of suggested merge fields for tribute letters, see the "Add Merge Fields and Filters in Tribute Letters" section on this page.
Add Merge Fields and Filters in Tribute Letters
In the settings for you letter, when you click Design, you can add merge fields to your letter. By default, these merge fields appear in your letter:
Tribute Type:
In honor of: To honor a living person. For example, a bride and groom ask for donations to your organization instead of wedding gifts.
In memory of: To remember someone who passed away. For example, the family asks that donations be made to your organization instead of flowers.
Tribute Name: The name of the person being honored or memorialized.
Donor Name(s): The Recognition Name of the individual, organization, or household who made the tribute gift. For more information about different name fields, read How are the name fields auto-populated?
Note: If a donor has more than one gift that meets the filters, they will only be listed once under Donor Name(s) and Donor Address Block(s).
Donor Address Block: The Envelope Name and address of the individual, organization, or household who made the tribute gift.
In the settings for you letter, when you click Filters, you can filters that available only in the filter settings for notificant letters:
Has been notified/Has not been notified: Whether a tribute notificant letter has been generated for a notificant.
Notificant Communication Restrictions: How the constituent does not want to be communicated with. Available values: Do Not Call, Do Not Mail, Do Not Solicit.
Notificant Status: The notificant's status. Available values: Active, Inactive, Deceased.
Tribute Notificant Name: Constituents who are listed as notificants on a tribute.
The Transaction Date filter can also be helpful in a notificant letter. The filter shows the date on a transaction with the tribute.