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Using Memorial Gifts

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.

  1. Go to Program → Memorial Gifts → Memorial Gifts Used Records

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  2. Click on the Add or Multi-Add button to begin recording the use of memorial funds.

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  3. 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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  4. 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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  5. You then can see a record of how the memorial gift has been used.

    image-20241105-184155.png

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