Create a Memorial Fund

When you create a Memorial fund, you must enter the fund name, the name and email address of the fund champion as well as the name of a Next of Kin contact for the person being memorialized by this fund (referred to as the Honoree). If the champion has provided additional information (such as a residential address, fund description, goal, or seed gift), you can enter it now or leave it for the fund champion to fill in from the Champion Center if it is not required. Note that the fund champion can edit the information entered here.

Note: To create a fund where the champion wants to specify contact information for the fund Honoree, refer to Creating an Honorary Fund. To create a fund where the champion wants to specify only their own information, refer to Creating a Personal Fund.

If you will be creating a large number of funds and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

After you create a fund, the fund champion will receive an autoresponder email that thanks them for their participation, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for gifts, and so on.