Acknowledgements

Debra Watford · January 2017

My Director wanted me to find out how other Foundations handle Tribute gifts in which we have 1 or more family/friends to be notified. Do you notify everyone or is there a limit of how many people to notify? Most only have 1 person (NOK) who was their primary care giver, spouse or child, but then we receive another gift and they want a different person acknowledged. Do you acknowledge both the NOK and the second person or just the second person they have requested or do you just not acknowledge the gifts at all?

Thanks for the input!

JoAnn Strommen · January 2017

We notify whomever the donor wants us to notify. The final lists that goes to the primary include those that may have requested acknowledgment to someone else.

Kimberley Cote · January 2017

We only notifiy who the donor requested we notify. It can be awkward if you notify everyone as there may not be a relationship between the donor and previous acknowledgee. If the NOK of the deceased requests a list of all donors, I include everyone, though, even if that NOK wasn't the acknowledgee for a certain gift. The Contributors Report is great as it lists the donations by acknowledgee, so the NOK would understand the relationships. Hope that made sense!

Carley Haynes · January 2017

We do the same as JoAnne and Kimberley, we only notify who the donor asks us to notify but if the NOK requests a lists of all donations we include everyone. One of my goals this year is to start using the tribute letters and reports etc. more fully so maybe that may change. At the moment we hand write all notifications. Any hints on which reports to use or which are the best letters would be appreciated!

Karen Stuhlfeier · January 2017

I think that there's no one right way to do this. It depends on the family. But if you are contacting a primary contact on the gifts where no acknowldgee is designated I think that I would usually notify them as well as the person who they asked you to contact.

Stephanie Osborne · July 2018

Kimberley Cote:

We only notifiy who the donor requested we notify. It can be awkward if you notify everyone as there may not be a relationship between the donor and previous acknowledgee. If the NOK of the deceased requests a list of all donors, I include everyone, though, even if that NOK wasn't the acknowledgee for a certain gift. The Contributors Report is great as it lists the donations by acknowledgee, so the NOK would understand the relationships. Hope that made sense!

We are looking into our tribute notification process to send personalized notifications to only who the donor requested as well. Which report are you specifically using where you can run by acknowledgee?

Debra Watford · July 2018

Hey Stephanie!

Thanks for your response.

We don’t run reports for any acknowledgements
unless the family member specifically asks for an entire
listing.

We send each person who makes a memorial gift
a receipt with info on it and then we run a query of all the
tributes for the day and print the family notification tribute card
for each of those.

This process is very easy for us, we use Mail
Merge for both gifts and acknowledgements.

We have a 3 pc tear off sheet where we print 3
tributes per page or 3 receipts per page. We have cards we
insert with the notifications or receipts sharing details about the
program they chose to support. I have attached samples of each
acknowledgement for you.

(No printing or matching envelopes! We
use window!!!)

Attach A: Donor Tribute Recp – we have
individual cards printed for our Cancer, Children’s Services,
Hospice programs or we use the misc giving card. A Receipt is
printed for Donors which has all the info from their gift, placed
inside a window envelop with the donation explanation card behind
it.

Attach B: ack to family, which has who the
gift was from and what area they donated the gift to support – We
only have one Tribute Card we use for all honor/memorial
acknowledgements. Notifications are printed for Families,
placed inside a window envelope with tribute card behind it. – Wha
La!

Hope this helps!

Debra T.
Watford

Donor Relations Manager

McLeod Health Foundation

843-777-2974

NOTICE: This e-mail message and all attachments transmitted with it
may contain legally PRIVILEGED and CONFIDENTIAL information
intended solely for the use of the addressee. If the reader of this
message is not the intended recipient, you are hereby notified that
any reading, dissemination, distribution, copying, or other use of
this message or its attachments is strictly prohibited. If you have
received this message in error, please notify the sender
immediately and delete this message and all copies and backups
thereof. Thank You.

Stephanie Osborne · August 2018

Debra Watford:

Hey Stephanie!

Thanks for your response.

We don’t run reports for any acknowledgements unless the family member specifically asks for an entire listing.

We send each person who makes a memorial gift a receipt with info on it and then we run a query of all the tributes for the day and print the family notification tribute card for each of those.

This process is very easy for us, we use Mail Merge for both gifts and acknowledgements.

We have a 3 pc tear off sheet where we print 3 tributes per page or 3 receipts per page. We have cards we insert with the notifications or receipts sharing details about the program they chose to support. I have attached samples of each acknowledgement for you.

(No printing or matching envelopes! We use window!!!)

Attach A: Donor Tribute Recp – we have individual cards printed for our Cancer, Children’s Services, Hospice programs or we use the misc giving card. A Receipt is printed for Donors which has all the info from their gift, placed inside a window envelop with the donation explanation card behind it.

Attach B: ack to family, which has who the gift was from and what area they donated the gift to support – We only have one Tribute Card we use for all honor/memorial acknowledgements. Notifications are printed for Families, placed inside a window envelope with tribute card behind it. – Wha La!

Hope this helps!

Debra T. Watford

Donor Relations Manager

McLeod Health Foundation

843-777-2974

NOTICE: This e-mail message and all attachments transmitted with it may contain legally PRIVILEGED and CONFIDENTIAL information intended solely for the use of the addressee. If the reader of this message is not the intended recipient, you are hereby notified that any reading, dissemination, distribution, copying, or other use of this message or its attachments is strictly prohibited. If you have received this message in error, please notify the sender immediately and delete this message and all copies and backups thereof. Thank You.

Thanks for the info!! I can't see the attachments unfortunately but are the tribute cards something you run through RE?

Debra Watford · August 2018

We run the acknowledgement information through
RE…We have cards pre-printed with info about the area the donors
are funding and we have a tribute card we mail with all family
acknowledgements that says:

A Tribute For Someone
Special

Life-changing care is provided every day at
McLeod Health. This care is greatly enhanced because of
people who remember and honor those special to them with a gift to
the McLeod Health Foundation.

The gift acknowledge here honoring you or your
loved one will be used exclusively for the programs that care for
our patients and their families.

Here is what the family receives along with
the card that we print for RE:

Tribute Giving

We
gratefully acknowledge Mrs. Margaret Gainey of a

gift
which has been made to the McLeod Health Foundation

in
memory of

George Arthur
Gainey

by

Friends at

Nicholson Business Systems Professional Computer
Services

220 Aberdeen Drive

Florence, SC 29501

Supporting

McLeod
Hospice Services

Debra T.
Watford

Donor Relations Manager

McLeod Health Foundation

843-777-2974

NOTICE: This e-mail message and all attachments transmitted with it
may contain legally PRIVILEGED and CONFIDENTIAL information
intended solely for the use of the addressee. If the reader of this
message is not the intended recipient, you are hereby notified that
any reading, dissemination, distribution, copying, or other use of
this message or its attachments is strictly prohibited. If you have
received this message in error, please notify the sender
immediately and delete this message and all copies and backups
thereof. Thank You.

Stephanie Osborne · August 2018

Debra Watford:

We run the acknowledgement information through RE…We have cards pre-printed with info about the area the donors are funding and we have a tribute card we mail with all family acknowledgements that says:

A Tribute For Someone Special

Life-changing care is provided every day at McLeod Health. This care is greatly enhanced because of people who remember and honor those special to them with a gift to the McLeod Health Foundation.

The gift acknowledge here honoring you or your loved one will be used exclusively for the programs that care for our patients and their families.

Here is what the family receives along with the card that we print for RE:

Tribute Giving

We gratefully acknowledge Mrs. Margaret Gainey of a

gift which has been made to the McLeod Health Foundation

in memory of

George Arthur Gainey

by

Friends at

Nicholson Business Systems Professional Computer Services

220 Aberdeen Drive

Florence, SC 29501

Supporting

McLeod Hospice Services

Debra T. Watford

Donor Relations Manager

McLeod Health Foundation

843-777-2974

NOTICE: This e-mail message and all attachments transmitted with it may contain legally PRIVILEGED and CONFIDENTIAL information intended solely for the use of the addressee. If the reader of this message is not the intended recipient, you are hereby notified that any reading, dissemination, distribution, copying, or other use of this message or its attachments is strictly prohibited. If you have received this message in error, please notify the sender immediately and delete this message and all copies and backups thereof. Thank You.

Thanks so much for all the info!!

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