Set Up Memorial Campaigns
Steps to set up a memorial campaign in MinistryPlatform.
- You must have an Event Type called Stewardship Project set up under .
When someone in your church passes away, you may want to record gifts in their memory. You only need to create one memorial pledge campaign to track all memorials.
One-time Setup:
- Create an event called Memorial.
- When creating the event, select Stewardship Project as the Event Type. If you don't have this type, ask your admin to add it under .
- After saving the event, open the Event record, and set On Batch Manager Tool to Yes.
- Create a pledge campaign.
- When creating the pledge campaign, select Memorial as the Campaign Type.
- In the Event drop-down list, select the event you just created to associate the event with this pledge campaign.
- Select a program to properly transmit funds to the accounting system.
- Complete any additional information.
- Click Save.
Individual Memorial Setup:
- Follow the normal deceased person process to indicate someone has passed away.
- Create a pledge.
When you receive gifts for the memorial, use the Batch Manager Tool or edit the distribution record of the gift to assign it to the correct pledge. When you no longer receive gifts for the memorial, edit the pledge record and change it to completed.
For reporting, you can report on the gifts with a view or selection on the page. You can also select the pledge on the page and run a report from there.