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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 gifts in memory of a deceased person. Generally, memorial campaigns are set up just like a mission trip. For more information, see Create a Memorial Campaign.
Create the Event
  1. Create an event called Memorial.
  2. Set the Event Type to Stewardship Projects/Trip.
  3. Set On Batch Manager Tool to Yes.
  4. Click Save.
For the Pledge Campaign
  1. Select a program 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.

Create a Memorial Campaign

Instructions to set up memorial campaigns, an individual memorial, and how to process memorial donations.

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
  1. Create an event.
    1. When creating the event, select Stewardship Project as the event type. If you don't have this event type, you or your SPoC must create one under Lookup Values > Event Types.
  2. Create a pledge campaign.
    1. When creating the pledge campaign, select Memorial as the campaign type.
    2. In the Event drop-down list, select the event you just created to associate the event with this pledge campaign.
    3. Complete any additional information.
    4. Click Save.
Individual Memorial Setup
  1. Follow the normal deceased person process to indicate someone has passed away.
  2. Create a pledge.
    1. In the Pledge Campaign drop-down list, select the pledge campaign you created.
      Note: Make sure the pledge is active and that you connect the pledge to the donor record of the deceased person.
    2. Complete any additional information.
    3. Click Save.
For reporting, you can report on the gifts with a view or selection on the Distributions page. You can also select the pledge on the Pledges page and run a report from there.
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.
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Last updated: March 25, 2025