Donations

Adding a Library of Charities

This is for non-registered charities only.
  1. Navigate to System Settings > Databases > Charities.
  2. Select the Add Charity button at the top right.
  3. Visible (option to hide charity within the Book of Memories).
  4. Enter the Name of Charity.
  5. Make Checks Payable To (only if different than name of charity).
  6. Charitable Registration Number (you can disregard).
  7. Select where check/cheque should be mailed.
  8. Complete the mailing address information only if the check/cheque will be sent to the charity.
  9. Add any additional contact information if this is pertinent to your record keeping: the information will not display within the Book of Memories.
  10. Click Save when done.

Adding Charities in a Record

Depending on the system type you use will depend on where this is within your record.

If you see an Arranging Director tab at the top of your system, open your record and navigate to Record Management.

If you do not see the Arranging Director tab, open your record and navigate to Donations.
There are three donations options:
  • Family Preferred Charities

    Please note: you can only choose up to 2 family preferred charities. 


    Select from Frequent List: Once a list is built, click 

    the ‘Add to Preferred Charities’ to select for this record. Visit our Frequent Charities page to learn how to build a frequent list.


    Select from Master Database: These are all registered charities and only accept payments by credit card. Use the search bar to find a charity then select the ‘Add to Preferred Charities’ button. If the charity is frequently chosen, click ‘Add to Frequent’. This will eliminate the need to search for a particular charity every time when creating records. Note: Use the drop down for State/Province and City to narrow your search. Note: Local chapters of particular charities may not be included in the database.


    View Charities Selected: Lists all charities designated as preferred charities for this record.


    Non-Charitable Organizations: All non-registered charities added to your Charities Database. Select and then ‘Add’.

  • Display to Donor: Charity of your choice:

    Donor can choose to donate to any charity in the deceased’s name. (Create a frequent list in the system to provide online visitors with a few ideas about local and popular charitable organizations.)

  • No Donations

    The charitable donation option within Book of Memories is unavailable.

When a Donation is Made:

Our partner donation-handler, My Tribute Gift, automatically emails the donor with the donation receipt. My Tribute Gift will log the donation to the charity, along with the donor’s information. Once per month, My Tribute Gift sends the funds collected during the month to the charity by check or direct deposit, along with a spreadsheet of donor information. A PDF donation card is emailed to the funeral home that can be printed out to display at the service or given to the family

Note: The checkout process is completely controlled by My Tribute Gift, therefore opens a page outside the Book of Memories. This is for PCI compliance reasons. It can take up to 6 weeks for the charity to receive the donation from My Tribute Gift depending on what period in the payment cycle the donation was made. 

If you're looking for information about a donation, My Tribute Gift can be reached for support at info@mytributegift.org.