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Tributes

Updated this week

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 who your organization notifies when a gift has been made.

Donations linked with a specific tribute appear in the Transactions section of the tribute's page.

Add Tributes

Tributes can be set up in Bloomerang CRM before you assign them to a donation or you can add a tribute while you create a new donation.

To set up a tribute in the Tributes settings area:

  1. Click Communications icon.

  2. Click Tributes.

  3. Click New.

  4. Complete the information for tributes:

    • Type:

      • 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.

    • Name: The name of the person being honored or memorialized.

    • Note: Any additional notes about the tribute.

  5. Add one or more notificants, if desired. Notificants are other constituents who should be notified when a donation has been made for this tribute. Currently, this information is only for reference. To add a notificant:

    1. Click Add.

    2. Search for and select a constituent.

  6. Click Save.

Set Tributes on Donations

New or existing donations may have one tribute. To add a tribute to a donation:

  1. Navigate to the constituent who made the donation.

  2. Open the existing donation or create a new one.

  3. Click Add in the Tribute section.

  4. Search for and select the tribute.

  5. Click Save.

If you do not see the tribute in the search results, click Create New Tribute. Select the Type, add the Name for the tribute, and click Save.

To change or remove the tribute:

  1. Click blue arrow next to the tribute.

  2. Click Change to search for and select a different tribute.
    or
    Click Remove to remove the tribute.

  3. Click Save.

Create Acknowledgement and Notificant Letters

Send thank you letters to donors who have made tribute gifts using transaction letters. Filter for transactions marked with a tribute using Has Tribute. Personalize the letter using Tribute Type and Tribute as merge fields.

Send a letter notifying a constituent when a tribute gift has been made using 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:

  1. Click the Communications icon.

  2. Click Tributes.

  3. Click the tribute you want to deactivate.

  4. Clear the Active checkbox.

  5. 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:

  1. 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

  2. Add these custom fields to the online form you use for tribute donations.

  3. 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 see tribute information in transaction reports, add the tribute columns.

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