To create 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 Create a Memorial Fund. The Enter Details page displays.

3. On this page, for:

   1. Fund Name, enter a descriptive label for the fund that helps identify who the fund is honoring. Visitors and administrators will be able to search on this name to find the fund, and the name will display in search and fund lists unless the fund is marked private.

   2. Fund Description, enter a statement that describes the Honoree or purpose of the fund. Visitors and administrators will be able to search on keywords from this description.

   3. Fundraising Goal (if displayed), enter the amount the champion hopes to raise through this fund. This goal will display on the fund page and the Champion Center Progress page if goal setting is enabled for the campaign.

   4. Private Fund, click the Yes, make this a private fund checkbox to keep this fund from displaying in fund name and search lists.

4. Click Next. The Enter Champion Information page displays.

5. 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.

6. Click Next. The Enter Seed Gift page displays.

7. If the champion has given you money to seed, or start, the fund, for:

   1. Seed Gift Amount, enter the amount the champion has specified.

   2. Seed Gift Name, for the champion's name on scrolling lists and honor rolls, use:

      • The Name supplied on the Champion Information page, leave this field blank.

      • Or, Anonymous, enter the word Anonymous in the field.

      • Or, another name as specified by the champion (for example, some champions may prefer to show "Smith Family" on the scrolling gift list).

   3. Batch ID, optionally enter the batch number with which this gift should be grouped if you are using Batch IDs.

   4. Payment Type, if the champion:

      • Gave you cash or will be sending the payment later, leave the Cash option button selected.

      • Or, Gave you a check, click the Check option button and then enter the check number in the field that displays.

8. Click Next. The Enter Honoree Information page displays.

9. 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.

10. Click Next. The Next of Kin Information page displays.

11. 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.

12. For Honoree 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.

13. Click Finish. This Fund List page displays with the new fund listed. Note that the champion will receive an autoresponder about the fund creation (unless it has been disabled).