Being able to publicize memorials and tributes can motivate donors powerfully, and this release takes advantage of this with attribution options and tribute creation. Additional features expand fundraising effectiveness on Member sites.
Display Name Editor
The Display Name Editor iPart lets your donor specify the name to be listed in all reports and acknowledgements for a donation (for example, Dr. Bob Smith or The Smith Family). When the donation is marked as anonymous, the contact details associated with the donation are still retained in your database, but reports that include the List as field will list the donation as anonymous.
You can configure the Display Name Editor so that users can edit any type of salutation you have defined in iMIS (for example, Informal Name or Formal Name). When using the iPart on its own or on a donation page, select the Donation List As salutation type to allow users to specify the name by which they want to list the donations they make to your organization. The Donation List As salutation synchronizes with Desktop (the List As field in Customers > Manage customers > Donor Data detail tab), so that, if one field changes, the other also updates.
Tribute Gift Editor
When you add the Tribute Gift Editor iPart to your donation page, your donors have the choice to designate their donation as a tribute. Donors can specify that their donation is in honor, memory, or recognition of someone, and they can compose a tribute message. If they choose the option to inform someone of the gift, the information they enter for that notification creates a new contact in iMIS. The Tribute Gift Editor checks that information against existing contacts to prevent the creation of a duplicate contact.
The Gift History queries displayed in the Member site’s Fundraising Profile include this new Tribute information for donations, including the Tributee, Tribute Message, whom to notify of the tribute, and their ID.
Member site additions
■ Fundraising profile page for staff – A new page in the Member site provides detailed fundraising information about contacts, so that staff members have accurate information about the organization’s donors.
■ Matching Gift lookup – The Member site Thank You page now includes an example of a matching gift lookup, which prompts your donors to search for their employer to see if it has a matching gift program. To use a lookup service, you work with a third party such as HEP. The sample content record thanking the user for their contribution is @/iMIS/Fundraising/Donation Thank You Page; copy this content record to use it in your website. It includes a sample implementation of HEP’s E-Match Donor Link, which encourages donors to check if their employer has a matching gift program; the link is embedded in a Content HTML iPart using an iframe.
■ Donor's Receipt Frequency and Moves Manager – The Donor Data section of the MBR Fundraising Profile now includes fields for receipting frequency (how often they want receipts sent for donations) and the Moves Manager (the person responsible for obtaining a gift).