Using LGL Forms to collect tribute gifts (In honor/In memory)

In this article

Simple approach (one constituent: donor only)

Advanced approach (two constituents: donor + tributee)


Introduction

This article presents two options for setting up a Little Green Light donation form so that donors have an option to designate their gift as a tribute (in-honor-of or in-memory-of) gift. The first is the easiest to set up and manage; it serves many nonprofits well. The second is more complex and requires more time to set up, map to LGL, and work through the final step of acknowledging the gifts.

Both models shown below are intended for situations where you have one main donation form and your donors can either give a straight gift or make a tribute gift. Some nonprofits choose to keep standard gifts and tribute gifts separate and use one form for regular gifts and another form for tribute gifts.

Simple approach (one constituent: donor only)

A form set up this way will be completed by the donor and the information will flow into LGL in relation to that donor only. No other constituent records besides the donor's will be added or updated. The information about who is being honored or memorialized will be stored as free text in the Gift Note field of the gift made through the form.

Fields needed

In order for this to work, your form needs the following fields at a minimum:

  • First Name, Last Name, Email. Make all required. If you want mailing address and phone number, you can add those as well.
  • Gift Amount field. Decide on whatever format you prefer. If you want recurring options, make sure that is appropriate in the context of possible tribute gifts.
  • Radio Button field. We suggest using the name "Is this a tribute gift?". Make sure there are three options: 
    • No; 
    • Yes, an honorary gift; 
    • Yes, a memorial gift
  • Multi-line input field. We suggest using the field name, "Please provide the name and contact information of the honoree"
  • Single-line input field. We suggest using the field name, "Please provide the name of the deceased"
  • Multi-line input field. We suggest using the field name, "Please provide contact information for a relative or friend of the deceased"

When you are finished creating your fields, you should see them in the form's editing area, as shown below:

Note: The above screenshot shows the fields in your form as they look when you view them in LGL Forms; it does not show what donors will see when they view your form live on your website.

Set up display rules

To make sure that a donor selecting "No" when answering the question, "Is this a tribute gift?" will not see any of the fields relating to honorary or memorial gifts, you will need to set up "display rules" for fields numbered 2 through 4 in the above screenshot.

Display rules for field #2:

Display rules for field #3:

Display rules for field #4:

Preview of the form in action

Below please find a short GIF video of the form in action. Note that the video loops.

How to map the form

The screenshot below shows the mapping for the fields in the form, with all of the tribute fields being mapped to the Gift Note.

End result in your data

This is how the data submitted through your form will look in LGL once the form submission has been saved:

Advanced approach (two constituents: donor + tributee)

Summary 

In this more advanced approach, we are capturing the name of the donor and information about their gift, and in addition we set up the appropriate acknowledgment letter to go to the donor. We also use the name of the honoree (or deceased) to create a second constituent record, and we establish a related gift under the second constituent record. (The first and second constituent records will match to your existing LGL records based on the matching logic you've selected in the form.)

#1 Constituent
(donor)
Primary Gift (donation) 
Note that this gift could have a gift category of "Donation", but you could also use custom gift categories to record it as an in-honor-of donation or an in-memory-of donation; that's what we've done in the example below.
Acknowledgment: We will set it up so LGL connects the appropriate acknowledgment template to the gift, based on the whether it's a tribute gift or not.
#2 Constituent
(honoree / deceased)
Related Gift (either in honor of or in memory of)
This related gift is assigned to the honoree or the deceased as a way of associating them with the gift but not as the actual donor (they are "related" to the gift).
Note: If you do not want to create a constituent record for the honoree or deceased, you don't have to. 
Also note that there is no way to automatically set an acknowledgment letter for related gifts in the LGL Forms mapping, so that part would need to be done afterward directly in LGL.

What the form looks like

Here is an example of a donation form that includes the option to designate a tribute gift.

After clicking either of the two tribute options, the form expands to reveal additional fields.

In-honor-of fields

In-memory-of fields

How to map the form

Start by mapping the donor's contact information, such as name and email address:

Next, click the Map to 1 more constituent button to create a place where you can map to Constituent #2. This is where the honoree (or deceased) person's contact information will go.

Now you can go back to Constituent #1 and map their donation. In order to set up the donation in LGL as a regular donation versus an in-honor-of donation or an in-memory-of donation, and also so that we can assign the appropriate acknowledgment letter automatically, we will go through the gift mapping three times. Only one of the mappings will be used in any given form submission.

Mapping the gift for the case where it's a regular donation (no tribute)

When there is no tribute, use this Gift #1 mapping to map the gift amount, payment type, gift category, and the acknowledgment template. Then, click the Add rule button to make it so this entire gift record only occurs if there is no tribute associated with the gift.

Our rule says to apply this record only if the value "No" appears in the form where we ask, "Is this a tribute gift?" See the number "1" in the screenshot below.

Mapping the gift for the case where it's an in-honor-of donation

We are mapping the gift amount, payment type, gift category, and the acknowledgment template. We again set a rule so this record only applies when the tribute field in the submitted form says, "Yes, in honor of." (See number "1" in the screenshot below.) And we also use the + Related Gift button to establish the in-honor-of gift that will be applied to Constituent #2 (the honoree). (See number "2" in the screenshot below.)

After applying the rule (see number "1" in the screenshot below) and the related gift (see number "2" in the screenshot below), the form looks like this:

Mapping the gift for the case where it's an in-memory-of donation

We are mapping the gift amount, payment type, gift category, and the acknowledgment template. We again set a rule so this record applies only when the tribute field submitted in the form says, "Yes, in memory of." (See number "1" in the screenshot below.) We also use the + Related Gift button to establish the in-memory-of gift that will be applied to Constituent #2 (the deceased). (See number "2" in the screenshot below.)

After applying the rule (see number "1" below) and the related gift (see "2" below), the form looks like this:

End result in LGL

Phew, you're almost there!

After you save submissions into LGL, you'll see both the primary donation and the related gifts. These views are from the Fundraising tab search results.

Regular donation

In-honor-of donation and related gift

In-memory-of donation and related gift

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