Tributes

With Tributes, 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, or a married couple may request friends to give to your mission to celebrate their anniversary.

On a gift or constituent record, you can manage details about who the giving commemorates under Tributes. With this information, you can develop strategies to further engage donors who are connected to your organization through honored constituents.

  1. Under Type, enter the reason for the commemoration. For example, if you solicit gifts “in honor of” a constituent but receive a gift “for the anniversary of” the individual, the donor’s intent appears as the tribute type.

    Note: The tribute type automatically defaults to the type assigned when you entered the gift.

  2. Enter a description of the tribute.

  3. Search for a fund for the tribute.

  4. Enter a start and end date for the tribute

  5. Under Acknowledgees, select Add acknowledgee to add family members, friends, or associates to notify that you received the gift.

  6. Select Save.

To enable donors to give in tribute from a donation form, include tribute fields on the form. From Online Giving, Overview, create or edit a donation form.

  • For a Standard Donation Form, under Form, select Gift information and move Tribute to a location on the form.

  • For an Optimized Donation Form, under Donation, select Enable donors to dedicate their gift to a person or cause under Tribute gifts.

Gifts from donation forms are automatically placed into unapproved batches in Gifts, Overview. When you approve a batch, you can view tribute information from the Tribute tab on the gift batch record.

If the Online Data Review tool is enabled, gifts are placed in a batch after you review them.

Note: To help you manage tribute records, donation forms check whether donors, the people they are honoring, and recipients have existing records. For details about how forms match or create records, see Automatic Tribute Matching.