Documentation Resources
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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

  1. Enter Memorial Gift Designee Records for each designee who will receive gifts
  2. (Optional) Link Contributions to Memorial Gifts

Tasks

  1. Record when funds are given in honor of or in memory of a designee
  2. Send thank-you notes to givers
  3. Record when funds are used
  4. Track the balance of funds for a designee
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