Tribute cards (in honor / in memory of)

When someone gives in honor or in memory of someone, Yahiv can email an e-card to the family or queue a printed card for you to mail. The amount is never shown.

Who does this: Office staff6 steps
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Before you start

  • A gift recorded "In honor of…" or "In memory of…" (on Record → Gift, or by the donor on the giving page).
  1. 1

    Record the tribute

    On Record → Gift choose "In honor of…" or "In memory of…", type the name, and choose to email an e-card or mail a printed card, with a personal message.

    The tribute choice on the gift form.
  2. 2

    E-cards go by themselves

    An e-card is emailed right away. Nothing else to do.

  3. 3

    Open Tribute cards

    Programs → "Tribute cards". "Cards to mail" lists printed cards waiting.

    Printed cards wait here.
  4. 4

    Print each card

    Click "Print card". A card opens with your letterhead, "In honor of" or "In loving memory of", the message, and the mailing address. Click "Print".

  5. 5

    Mark them mailed

    Tick the cards you mailed (or "all") and click "Mark mailed". They leave the list.

  6. 6

    Re-send an e-card

    Click "All tributes", tick the gift, and click "Re-send e-card".

    "All tributes" — every in-honor and in-memory gift.

Tips

  • The card never shows the amount.
  • "All tributes" is a full history of in-honor and in-memory gifts.

If something isn't working

"Nothing selected"

Tick at least one card before "Mark mailed" or "Re-send e-card".

A printed card isn't in "Cards to mail".

It was already marked mailed, or the tribute was set to email. Click "All tributes" to find it and use "Print card".

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Tribute cards (in honor / in memory of) · Yahiv help · Yahiv