To convert an Honorary fund to a Memorial fund

  1. In the Personal Fundraising Campaigns list, click Manage from the Actions column of the appropriate campaign. The Funds list page displays.

  2. Click View/Edit from the Actions column of the appropriate fund. The View/Edit page displays with the fund summary and list of any donations displayed.

  3. From the Related Actions area, click Convert to Memorial. The Next of Kin Information page displays.

  4. Enter or select at least the required information, which will be preceded by an * (asterisk). The information supplied in these fields is used as keywords when site visitors and administrators search for funds.

Note: (a) Typically, only the First Name, and Last Name in the Name fields are required.

(b) If the payments will be made by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account.

(c) Use the Middle Name field to enter a nickname, maiden name, or other appropriate information that someone may use in their search.

(d) Email address is required if this person will receive email notifications when donations are made to this fund.

  1. Next of Kin Notifications:

    • Leave the Yes checkbox selected.

    • Or, click the Yes checkbox to remove the checkmark so that no email notifications are sent to this Honoree.

  1. Click Finish. The Funds list page displays again with Memorial in the Type column for the fund.