If you receive a tribute gift offline, such as one made via cash or check, you can manually record that donation in 'Donor Management' using the steps outlined below.
Step 1: Navigate to your 'Giving' Dashboard
From your 'Donor Management' Dashboard, click the 'Giving' tab on the left navigation menu.
Step 2: Add the donation
Click the 'Add Donation' button on your 'Giving Dashboard'.
Step 3: Select the 'Tribute Type'
You will be directed to a form that allows you to input a donation. After entering some basic details, you can select the 'Tribute Type' under the 'Optional Details' section.
Step 4: Indicate how you want to notify the recipient
Once you have selected the 'Tribute Type', you will be prompted to indicate how you want to notify the recipient and to enter the recipient's name.
Note: If the honoree is not an existing contact in 'Donor Management', you can add them as a new contact using the instructions in this article.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.