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Introduction
This document explains the establishment and the structure of the In Memoriam Gift which allows you to manage simple donations as well as complex ones and it also offers the possibility to follow-up with the families.
Configuration
Configuration of the master documents
Thank you letter to the donor
Letter to the family
Add a donation occasion (specifically for In Memoriam Gifts)
Add an activity
Enter transactions
Memoriam tab
Participants tab
Transactions transfer
Printing of the thank you letter to the donor
Letter and follow-ups with the families
Follow-ups management
Preparing the follow-up documents for the family
