In recording memorial gifts, it is often necessary to track how much has been received by a specific designee and how much has been used for a specified purpose. As memorial gift money is used, it can be entered and tracked under the Memorial Gifts Used Records.
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Go to Program → Memorial Gifts → Memorial Gifts Used Records
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Click on the Add or Multi-Add button to begin recording the use of memorial funds.
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In the Name field, start typing in the name of the Memorial Designee and click Tab on your keyboard or use the small List icon to select a Memorial Designee.
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Tab to the Gift section of the window enter the Date, Amount, and description in the Used For field, and click Save.
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You then can see a record of how the memorial gift has been used.
