ProDon:In Memoriam Donation

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

There are two documents to issue upon the reception of an In Memoriam Gift: the thank you letter to the donor and the letter to the family.

Thank you letter to the donor

The thank you letter to the donor is a letter meant to thank him or her for his or her donation and to confirm that the family of the deceased person will be notified of the donation that has been made in memory of the deceased. The difference between  the "standard thank you letter" and the "thank you letter to the donor of an In Memoriam Gift" is in the use of merge fields.

In order to build a master document, you have to choose the "Gift transaction" type of document so that the "Deceased" and "Notify" merge fields are available. These fields contain the greeting long of the deceased person as well as the one of the person to notify of the received gifts. In the letter intended to the donor, it will be written that a donation in memory of the "Deceased" has been made and that the "Notify" will be informed of it.