How to Work with Honorary Gifts
Honorary gifts are a wonderful way for donors to celebrate someone special while supporting your mission! These gifts let donors honor people who inspired or touched them in a meaningful way through giving to your organization. In this tutorial, we’ll walk you through how to set up and track honorary gifts in MonkeyPod, so you can recognize honorees, engage donors, and keep the good vibes flowing.
How do I enable honorary gifts in my MonkeyPod?
By default, the option to submit an honorary gift is turned off. To enable this feature, choose My MonkeyPod from the main menu, and select Organization Settings. Once there, select the Relationships tab. Look for the section that says "Track honorees on gifts?" and choose "Yes".
That setting turns on the option for donors to include an honoree when they give through your fundraising pages (or embeds). It will also let you enter that information when recording donations manually into your MonkeyPod.
How do donors submit honorary gifts?
When submitting a donation through a MonkeyPod fundraising page or embed, donors can enter the name of one or more honorees and include notes about the donation. This step appears after donors choose their donation level and enter their contact information.
Once they submit the donation, the dedication is recorded with the donation and a new relationship is created for the honoree.
NOTE: When the donor enters a name into the Honoree field, your MonkeyPod creates a new relationship for that person. It does not match against existing relationships, so it is possible for a donor to generate a duplicate relationship in your MonkeyPod this way. Remember to periodically run the duplicate checker to have MonkeyPod identify duplicates and you can choose if they should be merged. See How to Use the Duplicates Manager for details.
How can I view the details about an honorary donation?
When viewing a donation, you'll see the dedication listed right below the donor name.
Hover over the note icon to preview the note, or click the note icon to view the complete note submitted by the donor.
How do I know that an honorary donation has been made?
An important part of managing honorary gifts is sharing the news of the gift with the honoree and your constituents. Often, honorary gifts are highlighted separately in donor acknowledgement lists, and you'll likely want to follow up with the honoree individually. So how do you know when an honorary gift has been made?
When the donation is made, the notification that MonkeyPod sends alerting you to the new donation will include the honoree and the note. See also the following section about using the Contribution Details report to find all donations made as honorary gifts.
Tip! If you're not receiving emails or notifications about donations, and you'd like to, check out your Notification Preferences settings (available under the profile menu at the top right of your MonkeyPod). Choose the option there to receive notifications when donations are received or recorded.
Where can I see all honorary donations?
The best way to see which donations were made in honor of someone is through the "Contribution Details" report. You can find that report by choosing Reports in the main menu, and then selecting Contribution Details.
Once you're viewing the report, select the option to show the In Honor Of column in the report.
If you click Download Excel to download a copy of the report, the honorees will be listed in that Excel file as well.
How can I find all donations for a particular honoree?
To find all the donations made in the name of a particular honoree, search for that person in your MonkeyPod by choosing Relationships from the main menu and use the search option in that menu.
On the relationship page, select the Interactions tab and you'll see donations made in their name listed there. Keep in mind that honorary gifts made through fundraising pages or embeds will create a new relationship for the honoree, so be sure to merge those duplicates.
You could also use the Contribution Details report described above to find all donations in honor of a particular person. You can peruse the details report there on screen, or it can be exported using the Download Excel and then filter the transactions in Excel to find the ones you're looking for.
How can I manually record an honorary gift?
If you're manually entering a donation into your MonkeyPod (by choosing Fundraising > Record a Donation), you'll see a link to record an honoree in this list of optional actions at the end of the donation form.
Select In honor of and then begin typing the name to select the honoree's name from a list of your relationships. If the person is not already in your MonkeyPod, select Create new to create a new relationship for them.
Save the donation when you're done and the tribute will be recorded with the donation.
FAQ
Can I add the honoree tribute be added to a donation that has already been recorded?
Yes! Just locate the donation, select Edit donation from the action menu, and add the honoree information as described above.