When to use
Your organization may receive gifts given in memory of or in honor of a person or entity. CDM+ can help you manage these gifts and show appreciation to givers.
Setup
- Enter Memorial Gift Designee Records for each designee who will receive gifts
- (Optional) Link Contributions to Memorial Gifts
Tasks
- Record when funds are given in honor of or in memory of a designee
- Send thank-you notes to givers
- Record when funds are used
- Track the balance of funds for a designee