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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Campaign Setup

Set Up Memorial Campaigns

Steps to set up a Memorial Campaign in MinistryPlatform.

Memorial campaigns are for churches that record gift in memory of a deceased person. Generally, memorial campaigns are set up just like a mission trip. For more information, see Memorial Campaigns.
  1. Create an Event called Memorial with an Event Type of Stewardship Project/Trip, and set On Batch Manager Tool to Yes.
  2. For the created Pledge Campaign,:
    1. A program should be selected to properly transmit funds to the accounting system.
    2. The event created must be set in the Pledge Campaign record.
  3. The Donor record of the deceased individual is assigned to the Pledge record.
  4. As donations cease, change the pledge status to Completed.
  5. Use the beneficiary field to indicate any intended use of the funds.
MinistryPlatform

Last updated: September 12, 2024