A tribute is when a donation to your organization is made in memory of or in honor of someone. A tribute can also have a notificant, someone your organization notifies when a gift is made.
Donations linked with a specific tribute appear in the Transactions section of the tribute's page.
Create Tributes
You can:
Set up a tribute before you assign it to a donation, or
Create a tribute while you create a new donation.
To create a tribute before you assign it to a donation:
Click Communications.
Click Tributes.
Click New.
From the Type list, select one of these options:
In Honor Of: Used for living persons. For example, a bride and groom ask for donations to your organization instead of wedding gifts.
In Memory Of: Used for deceased persons. For example, the family asks that donations be made to your organization instead of flowers.
In the Name text box, enter the name of the person being honored or memorialized.
(Optional) In the Note text box, enter a note about the tribute.
(Optional) Add one or more notificants. Notificants are other constituents who should be notified when a donation has been made for this tribute. This information is only for reference. To add a notificant:
In the Notificants section, click the plus button .
Search for and select a constituent.
Repeat these steps to add another notificant.
Click Save.
Add a Tribute to a Donation
New or existing donations can have one tribute.
To add a tribute to a donation:
Do one of the following:
To find an existing donation, click Timeline and then click the donation.
To create a new donation, click the down arrow
and select to create a new donation.
In the Tribute section, click the plus button
.To select a tribute that you already created, search for and select the tribute.
To create a new tribute:
Click Create New Tribute.
From the Type list, select one of these options:
In Honor Of: Used for living persons. For example, a bride and groom ask for donations to your organization instead of wedding gifts.
In Memory Of: Used for deceased persons. For example, the family asks that donations be made to your organization instead of flowers.
In the Name text box, enter the name of the person being honored or memorialized.
(Optional) In the Note text box, enter a note about the tribute.
Click Save.
Replace or Remove a Tribute You Added to a Donation
To replace or remove a tribute you added to a donation:
To find the existing donation, click Timeline and then click the donation.
In the Tribute section, click blue arrow next to the tribute.
Do one of the following:
To replace tribute with a different tribute, click Change to search for and select a different tribute.
To remove the tribute from this donation, click Remove.
Click Save.
Create Acknowledgement and Notificant Letters
To send thank-you letters to donors who made tribute gifts:
Create a transaction letters.
Filter for transactions marked with a tribute using Has Tribute.
Personalize the letter using Tribute Type and Tribute as merge fields.
Create Tribute Notificant Letters
You can send a letter that notifies a constituent when a tribute gift has been made. For instructions, read Tribute Notificant Letters.
Deactivate Tributes
When you deactivate a tribute:
You can still add donations to the tribute.
The tribute is listed as Inactive on the Tributes page.
The tribute appears differently when you filter for tributes in reports, emails, and letters.
To deactivate a tribute:
Click Communications.
Click Tributes.
Click the tribute you want to deactivate.
Clear the Active checkbox.
Click Save.
Use Tributes on Forms
Online forms do not work with the tributes you set up in Bloomerang CRM. But you can use custom fields to get tribute information from an online form.
Create two transaction custom fields:
Online Form Tribute Type
Type: Text, Pick One Value from a List
Values: In Honor Of, In Memory Of
Online Form Tribute Name
Type: Text, Type It In
Add these custom fields to the online form you use for tribute donations.
Change the custom fields' display name on the form to something more donor-facing. For example, "Tribute Type" and "Name of Tribute."
Run a transaction report filtered by these custom fields' names (not the display name). Click each row in the report and manually add the tribute to the donation.
Report on Tributes
To view tribute information in transaction reports, add tribute-related filters and columns. These are the only available tribute filters and columns in reports:
Has Tribute: Whether the transaction has a tribute. This means the transaction is marked with an In Memory Of or In Honor Of designation.
Tribute: The name of the tribute assigned to the transaction
Tribute Type: The type of tribute assigned to the transaction
Pledge Has Tribute: Whether the pledge has a tribute
Schedule Has Tribute: Whether a donation schedule has a tribute
