The Honor/Memorial Gift Report provides details about honor/memorial gifts. This report can include each gift with the gift type, amount, fund description, and totals by gift type. The exact data included depends on your parameter tab settings. 
 

  1. Click Reports, Tribute Reports
     
  2. Select Honor/Memorial Gift Report and click New
     
  3. Enter the appropriate report parameters on these tabs:

     
    • General:

       
      • Include all records or a selected query. The available query types are Constituent, Gift, Individual, and Organization.
         
      • Select how to handle soft credit, matching gifts, and whether to include inactive, deceased, and constituents with no valid address.
         
      • Select whether to create a constituent output query of the records included in the report
         
      • Select the tributes to include: Gifts may be given to this tribute, Gifts may not be given to this tribute
         
    • Filters: Filter the report by appeals, campaigns, constituent codes, funds, or tribute types. By default, all values are included.

       
    • Gift Types: Select what gift types are included in the report. When including pledges, mark the Use gift balance instead of gift amount checkbox to include the balance on pledges. Mark the Calculate gift balance based on gift date, campaign, fund, and appeal checkbox to report the balance as of the end date on the General tab.

       
    • Attributes: Include or exclude records based on constituent or gift attributes. If including a selected query on the General tab, the Attributes tab only includes or excludes records in the source query.

       
    • Ind. Address & Org. Address: Select how to handle constituent addresses. For more information, refer to How does address processing work in The Raiser's Edge 7 (BB518).

       
    • Format: Highlight Detail to select whether to print one honor/memorial per page and/or to print one tribute per page
       
  4. Click Preview or Print to process the report