Tribute Donations are gifts made in honor or memory of another person. Honorees have their own records in NeonCRM, which are tracked separately from your regular constituent database and can be accessed from your Tributes List. Honorees do NOT have their own individual accounts.
To enter a new Tribute donation, begin to enter a new donation using the process outlined in the Entering Donations guide. On the Donation: Create page, in the Tribute Information section, start typing a name into the Tribute Name field to choose the tributee for this donation.
This will start a search for existing records of people defined as tributees. If the record was previously created as someone who has had donations made to honor them, select their name from the list, otherwise, select Add New to create a new record.
Typically for Honor donations, this will be the person who received a donation in their Honor. Because honorees are not tracked as accounts in NeonCRM, you would need to create an account for them to receive an acknowledgement.
For Memory donations, this is typically a friend or family member of the deceased who should receive notification about this donation.
To select an Acknowledgee, start typing their name into the Acknowledgee field. This will bring up an account search dropdown that will search all NeonCRM accounts.
If you find a match, select it from the list to link acknowledgment of this donation to that account. If no match is found, select New Acknowledgee.
Selecing New Acknowledgee will bring up a window to create a new Individual account for your acknowledgee.
Now that both the Tribute Name and the Acknowledgee fields are complete, select Continue to complete adding the donation.
On the Donation Summary page, information will be displayed about both the honoree and the acknowledgee in the Acknowledgee Information section.
Viewing Tribute Records & Donations
You can view of summary of Tribute donations by honoree here: Fundraising > Tributes.
Click on a row to view all donations made in honor or in memory of that person.
Click on a row under the Donation List to view and/or edit a donation record.
To un-link an Honoree and/or Acknowledgee from a donation, edit the donation record and simply delete the honoree and acknowledgee names from their respective fields.
Donations with Tribute and Acknowledgee information can also be viewed by running the Tribute Donations Report. Navigate here: Reports > New Report > Donation > Tribute Donations.
When selecting Search Criteria, you can choose to search by Acknowledgee Name, Tribute Name, Tribute ID, and Tribute Type.
Click on the Edit Columns button to add Tribute and Acknowledgee Output Columns to be displayed in the report results.
Certain Tribute and Acknowledgee information can also be searched and viewed in the Donation Detail Report.
To collect Tribute donations online, you will need to add the Tribute Name and Tribute Type fields to your donation forms. Tribute and Acknowledgee fields are available to add to your Individual and Organization Standard Donation Forms, as well as on your Campaign Donation Forms.
To add the form fields, navigate to Global Settings cog > Global Settings > Forms & Web Pages > Standard Forms > Configure Fields & Sections.
In Step 2, you can see all available Tribute and Acknowledgee fields. Find the fields you want to use and move them to the right hand column to add them to your form, as shown in the example below. Bear in mind that the fields you add here will also appear on any Campaign Donation Forms that do not have their own configuration.
On the next page, you can edit the fields' display names and designate fields as required or optional.
Once you've added the Tribute fields to your Standard Donation Form, you will need to start monitoring your tribute donations to reconcile that are submitted via your online donation forms.
When a Tribute Donation is made through your online donation forms or entered into Neon via the Import Manager, NeonCRM does not automatically connect the gift to the honoree. You must manually reconcile these gifts using the Donations to Reconcile feature.
To do so, add the Tribute & Matching Donations to Reconcile widget to a dashboard.
Clicking View All at the bottom of the widget will take you to the Donations to Reconcile page, which lists any Tribute or Match Pledge donations that have come in via your front-end forms and need to be reconciled. To reconcile a Tribute donation, click Reconcile under the Action column.
This will take you to the Donation: Edit page. The right panel will display information entered online by the donor about the honoree and Acknowledgee. To copy this data, select the Reconcile buttons next to the Acknowledgee or Honor/Memory name as needed.
Selecting these buttons will populate the Acknowledgee and Tribute Name fields with the names entered by the donor. They may or may not match existing records in your database. If any potential matches are found, a drop down list of suggestions will appear:
If a match is found, click on the row to select the record. If the Honor/Memory Name does NOT match an existing Tribute record and/or the Acknowledgee does not already have a NeonCRM account, then you will be prompted to create a new Tribute record and/or a new account for the Acknowledgee.
Once you've reconciled the donation, you will notice that the donation record is now linked to the Acknowledgee's NeonCRM account and/or the Tribute record.