1. New Memorial Donation is Added to the Activity Log

Every new memorial donation is automatically recorded in your Campaign’s Activity Log. 

Each Activity Record includes:

• Donor Details
  • Basic contact information: name, email, phone number, organization name
  • Responses and file uploads from form submissions
  • Payment information (if “Accept Online Payment” was enabled)
• System-generated Documents 
  • Summary Document is auto-generated by SeeMyLegacy and summarizes the new memorial donation
  • Tax Receipt Document is auto-generated by SeeMyLegacy and sent to your participants (if “Generate Tax Receipts” was enabled)

The Activity Log gives your team one central place to view and manage all memorial items tied to the Campaign, and can be exported to Excel or CSV format at any time.

2. SeeMyLegacy Users Receive an Email Notification with a Summary Document

When a memorial item is purchased, notification contacts assigned to the Campaign will automatically receive an email notification. This email includes a summary document with the donation details.

• When a memorial program includes payment: You will receive an email with a summary document showing the donation details and payment confirmation.

View Example of Summary Document (Attached to Email) →

• When a memorial program does not include payment: You will receive an email with a summary document showing the donation details, without any payment information.

View Example of Summary Document (Attached to Email) →

3. Donor Receives Confirmation Email

Donors automatically receive a confirmation email after completing their donation. This email includes the core details of their memorial item purchase and, if applicable, payment confirmation.

• When a memorial program includes payment: The confirmation email will show a payment confirmation message along with the memorial item details.
  • If the Campaign has the “Generate Tax Receipts” setting enabled, the donor will also receive their Donation Acknowledgement Letter (tax receipt) as an attachment.

View Example of Donation Acknowledgment Letter - Tax Receipt (Attached to Email) →

• When a memorial program does not include payment: The confirmation email will show the memorial item details.