These fields will be populated if information was entered in the Consultation fields.
There are three donations options:
Family Preferred Charities:
- Select from Frequent List: Once list is built, click the ‘Add to Preferred Charities’ to select for this record.
- 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, ‘Add to Frequent’. This will eliminate the need to search for a particular charity every time when creating records. Note: Use the dropdown 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.
The charitable donation option within Book of Memories is unavailable.
Need more help with this?
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