Converting an Honorary Fund to a Memorial Fund

You can convert an Honorary Fund that pays tribute to a person who is living to a Memorial Fund if the person is no longer living. When you create or convert to a Memorial fund, extra Next of Kin contact information fields are displayed for you to designate a contact other than the Honoree.

Note: You cannot change a Memorial fund back into an Honorary fund.

Step 1: Display the Update the Fund Page

In the Fund Information area on the Champion Center homepage, click the Edit Fund Settings link. The Update the Fund page opens.

Note: If you are not in the Champion Center for your fund, click the link that displays the Personal Fundraising campaigns and click the Champion Center or Champion Dashboard link to locate the fund you want to work with.

Step 2: Change the Honorary Fund Setting

Click the Convert to Memorial button. The Honoree's Next of Kin Contact fields display on the page.

Step 3: Enter the First Name of the Next of Kin Contact

Click into the First Name field and enter the first name of the Next of Kin contact.

Step 4: Enter the Last Name of the Next of Kin Contact

Click into the Last Name field and enter the last name of the Next of Kin contact.

Step 5: Optionally, Enter the Other Name Information for the Next of Kin Contact

1. Click the Title drop-down menu and click the appropriate option to add Mr, Mrs, Ms, Miss, or Dr in front of the First Name of the Next of Kin contact.
2. Click into the Middle Name field and enter the middle name, nicknames, maiden names, or family names of the Next of Kin contact.
3. Click the Suffix drop-down menu and click the appropriate option to add Sr, Jr, III, or IV behind the Last Name of the Next of Kin contact.
4. Click the Professional Suffix drop-down menu and click the appropriate option to add a professional suffix (Esq., MD, JD, and so on) behind the Suffix or Last Name of the Next of Kin contact.

Step 6: Enter Contact Information for the Next of Kin

1. Click into the Address 1 field and enter the number and street name for the residence of the Next of Kin contact.
2. Click into the Address 2 field and enter the other residence information (such as apartment or suite number) for Next of Kin contact.
3. Click into the City field and enter the city in which the residential address of the Next of Kin contact is located.
4. Click the State/Province drop-down menu and select the appropriate state or province that corresponds to the residential information supplied for the Next of Kin contact.
5. Click into the Zip/Postal Code field and enter the five or nine number code that that corresponds to the residential information supplied for the Next of Kin contact.
6. Click into the Email field and enter the email address at which the Next of Kin contact receives email. This field is required if you select the gift notification option below.
7. Click into the Phone Number field and enter the 10 numbers (area code, exchange, and number) of the telephone contact number for the Honoree or Next of Kin contact.

Step 7: Optionally, Select to Send Gift Notifications to the Next of Kin

Optionally, click the Yes, please send this contact an email when a gift is made to this fund checkbox to add the checkmark if you want to activate this option.

Note: If you click this checkbox, you must enter the email address for the Next of Kin in the Email field above.

Step 8: Confirm the Fund Type Conversion

Click the Confirm button. This page closes and the Update the Fund page opens again.

Step 9: Close the Update the Fund Page

Click the Done button. This page closes and the Champion Center home page opens again.