(Beta feature) Collect tributes using an LGL form

In this article:


Note: Before you can use the Tributes feature, it first needs to be enabled in your account.

It is possible to collect tribute gifts using an LGL form. You can collect just data for the tribute, or you can collect data for a tribute that includes recipients, notifications, and dedication.

Collect simple tributes

To build a form that collects simple tributes, include these fields at a minimum in your form:

  • Constituent first name
  • Constituent last name
  • Gift date
  • Gift amount
  • Tribute Name - The name of the tribute (for example, “Honorary - General”; or, in the case of a named tribute, the actual tribute name, such as “John Doe Memorial”)

The fields you add to your form should look something like this:

Mapping the fields to your LGL database

This screenshot shows how you can set up the mappings for this form:

Keep in mind these key points about mapping:

  • All of the tribute fields are mapped to the gift record
  • The defaults are using conditional logic to make sure the right tribute is being assigned (Note: The assigned values depend on the options in the form.)

Collect tribute data that includes recipients, notifications, and dedication

To build a form that collects full tribute data, you can include these fields in your form:

Fields to add to your form

  • Constituent first name
  • Constituent last name
  • Gift date
  • Gift amount
  • Tribute Name - The name of the tribute (for example, “Honorary - General”; or, in the case of a named tribute, an actual tribute name, such as “John Doe Memorial”)
  • Tribute Hon./Mem. Name - The name of the person being honored. You only need this field if you’re using the General tributes. If you are using a Named Tribute, you don’t need to provide Tribute Hon./Mem. Name as it’s already defined in the Named Tribute
  • Tribute Recipient Name - The name of the person receiving notification about the tribute
  • Tribute Recipient Salutation- The salutation for the tribute recipient
  • Tribute Recipient Email- The email address for the tribute recipient
  • Tribute Recipient Address- The mailing address of the tribute recipient
  • Tribute Recipient Notification Template- The tribute notification template to be used  Note: This notification template name must exactly match (character for character) the name of an existing tribute notification template in your account.

Mapping the fields to your LGL database

This screenshot shows how you can set up the mappings for this form:

Keep in mind these key points about mapping:

  • All of the tribute fields are mapped to the gift record
  • The defaults are using conditional logic to make sure the right tribute and notification template are being assigned (Note: The values used depend on the options in the form.)

Example: Create a named tribute and use an LGL form to collect the tribute gifts

Unlike general tributes, in which each donor defines the name of the person they are honoring or memorializing, the named tribute defines a specific person or entity. Examples include “So and So’s Wedding” or “In memory of John Doe”.  

In this case, we’ll use the wedding example. Here are the steps for setting up a form to collect tributes and assign them to a named tribute.

  1. Create a named tribute for “So and So’s Wedding”, defining the notification recipients as needed:
  2. Create a form to accept those donations. The screenshot below shows an example of how you might build the form:
  3. Link your form to LGL, and in the gift mapping, set the tribute as a default:
  4. Click the “Save & Finish” button to save your mapping:

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