Gifts in Memory (in memoriam) and Gifts in Celebration connect the donation to the person / tribute fund in whose memory the donation was made.
This will ensure accurate reporting,Gift Aid processing, and acknowledgements.
Preparation
Create a constituent that will represent the person or tribute fund.
Either an already existing constituent that is archived as Deceased or a dedicated Tribute Fund constituent (you may need to add a constituent type).
If you want to send a specific acknowledgement, create Thank You Letter.
If you want to track all in memory or celebration gifts together, create a Campaign.
Enter the Donations
Add the donations to the constituent timeline that is donating.
Select the correct Campaign (if you have set one up).
Click Connect to connect the donation to the tribute fund/deceased person.
View and reporting the donations
View Donations from the Tribute Perspective
Open the constituent record representing the tribute or deceased person.
Go to the Timeline and select Connected Transactions to see all linked gifts.
View by Campaign
If you used a campaign:
Go to the Campaign record.
Open the Timeline tab and select Transactions.
Alternatively, create a Transaction Payments List and filter by the campaign.
Online in memory or celebration donations
You can also use a Donorfy Form:
Configure the Form so donations are connected to the in memory / tribute constituent.
Make sure the donations are associated with the correct campaign, and automatically sending out the correct thank you email.