FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Keeping Track of Memorial Giving in FundRaiser

MemorialGivin_20180523-204123_1

With Memorial Day just around the corner, it might be a good time to mention a couple of ways you can keep track of memorial gifts in FundRaiser.  We call them "Tribute" gifts, and they can be in memory of departed loved ones, or in honor of living individuals, or even in celebration of some life event or other.

For FundRaiser Professional users, there is a built-in module, appropriately called "Tributes" to handle the recording and subsequent correspondence for these types of gifts.  In FundRaiser Select, the Tributes module is available as an "add-on" module for a modest price.  But even in Spark, which has no specific facility for tribute tracking, one can devise some practices to follow and report on tribute giving.  Let's see how they work.

In Pro and Select (w/Tributes), the module allows you to mark a gift as a Tribute.  Doing so will open a separate window into an area where you can store details of people being memorialized, including the names, of course, but also details of who, if anyone, is to be notified when a gift in memory of the person is made.  These notifications are usually sent on a weekly or monthly basis, and would include mention of all the people who have given a gift in memory of the loved one.  They are usually sent to the next of kin of the loved one, and act as a reminder that can be acted upon later if that relative so desires.  They can include the addresses of the donors, and even the gift amounts, although that is rarely, if ever, done.

While letters of thanks for the donations are sent out as quickly as possible after each gift, as would be done for any other type of donation, notification letters consolidate all donations given during the week (or month), in order that we don't inundate a grieving relative with multiple notifications.  These notification letters are automated, similarly to thank you letters, in order to make the process more efficient, but the letter templates can be as personal as you like, just as with thank you letters.

There is a special report for Tributes, as well, that can be printed, or sent to a file for use with a newsletter or other media.  And you have the option to NOT include a donor in the notification letters, if the donor expresses that wish of anonymity, too.

Even in Spark, where no tribute module exists, you can use the Motivation code on the gift to indicate that it is a Tribute (or maybe either "Honor" or "Memory", if you want that distinction), while the Notes section of the gift can be used to record the name of the tribute person.  While no automated notification letters are generated, you can certainly create a report that is limited in scope to just those gifts that were tributes.

As you think about how and why your donors give, consider asking them to honor or memorialize their loved ones, and remember that you have the tools to keep track of them and their impact on your overall donation income, using FundRaiser software. This article is adapted from the original by Larry Weaver published in May 2014. 

For more information on  the Tributes Module see:

  • Features of Tributes Module 
  • Using the Tributes Module, please contact Technical Support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it. 
How FundRaiser Helps You Track Awareness Day FundR...
When can we ask monthly donors for special one-tim...

Related Posts

Wait a minute, while we are rendering the calendar
appeal letters capital campaign endowment campaign case study major donors ticketsales Facebook merge fields password protection understanding giving trends major gift prospects accounting software SYBUNTS Thank You mission driven membersip benefits foundations security GivingTuesday GoFundMe project Reporting to IRS Task List user interface happiness Resiliency membership programs Snow Birds community broadcasting motivation code National Change of Address publicity materials welcome packet giving levels animal rescue role of nonprofits donor attrition rate upgrading donors recurring gifts importing csv annual maintenance plan moves management PayPal brick campaign reports donor attrition overview user spotlights Volunteer module custom page online donations Alternative Addresses donor loyalty training tip segmenting donors ROI increasing giving amounts the Ask charity golf tournaments campaign management donor annual campaign announcements Crowdfunding Campaign Reminders gift notes field look and feel flash sales follow up premiums Codes community supported gardens donor contact information tech tip features tax summary letters change of address updating ticket sales disaster relief In-Kind gifts alumni backing up data Tickles banquet thank you letters general data entry donor slip data conversion volunteers updates community arts nonprofits communications donation history motivation NCOA processing pledges tribute gifts how-to videos training fundraising word processor support relationship tracking government grants board members volunteering LYBUNTS donor recognition targeted mailings spreadsheets operational costs #GivingTuesday Facebook campaign spare fields new leadership budget nonprofit fundraising gift entry product news development director grassroots campaign Congratulations operating systems lapsed donor on site training End of Year Letters upgrade Donor Portal event management data analysis add ons online donations small donations raffle solicitors correspondence phoning donors fundraising letters Excel in honor of donations membership benefits FundRaiser Spark Groupings arts giving history corporate sponsors building donor relationships customer service grants customer portal monthly giving Company culture donor source social media office memorial giving advanced tab donor retention rate mode code

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password