Automatic Tribute Matching

With the Honor/Memorial Tracking module, you can track details about gifts given in honor, memory, or celebration of a person or cause. For example, donors may donate to your organization — in lieu of buying flowers — to memorialize a recently departed friend. In the database view, you manage the following types of records:

  • Honoree — The individual or organization constituent who the gift commemorates. You can indicate that you receive gifts in tribute to a constituent from the Honor/Memorial tab of their constituent record.

  • Tribute type — The reason for the commemoration. You can manage tribute types from the Honor/Memorial tab of a constituent’s record or the Tributes tab of a gift’s record.

  • Acknowledgees — The family members, friends, or associates to contact when you receive tribute gifts. You can add the people to contact — and pertinent details about them — on the Honor/Memorial tab of a constituent’s record.

If your organization enables donors to give in tribute on donation forms, Raiser’s Edge NXT matches tribute information from the forms to existing honorees, tributes, and acknowledgees before it creates new records.

After a donor gives a gift in tribute, Raiser’s Edge NXT reviews the tribute information and performs a search in this order for:

  • An existing constituent who has an active matching tribute type listed on the Honor/Memorial tab of their constituent record.

    Note: If Raiser’s Edge NXT finds a matching constituent, but the record doesn’t include an active matching tribute type or includes multiple of the same tribute types, it creates a new constituent and adds the tribute information from the donation to the record.

    Tip: To improve matching, mark duplicate tribute types inactive.

  • An acknowledgee on the Honor/Memorial tab who matches the name, address, and email given for the person to notify on the donation. If Raiser’s Edge NXT doesn’t find a matching acknowledgee, it searches the constituent’s relationships, then all constituents.

    • If it finds an existing relationship with the constituent, or a matching constituent, it adds the record as an acknowledgee.

    • If it doesn't find a match, it creates a new relationship record, associates it with the constituent, and adds the record as an acknowledgee.

If Raiser’s Edge NXT doesn’t find a matching constituent, it:

  • Creates a new constituent and selects the Constituent is an honor/memorial checkbox on the Honor/Memorial tab of their record.

  • Adds the tribute information from the donation to the Honor/Memorial tab.

  • Adds a relationship record for the person to notify on the donation, associates it with the constituent, then creates an acknowledgee on the Honor/Memorial tab.