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In some other donation management software, it's possible to say, e.g., "I'm giving $100 in memory of my grandfather. I want my mother and uncle to be acknowledged."

Has anyone tried to incorporate such a workflow into CiviCRM? How do you best do it? Do you soft credit my grandmother? Or my mother/uncle? How do you generate reports of who needs acknowledging?

  • Maybe it's a cultural thing but I don't understand what you mean by 'acknowledge' in this context... Could you soft credit to all but with different soft credit types for mother/uncle vs grandfather? – Aidan Dec 10 '18 at 8:41
  • Ah - I mean I want to send a "letter of acknowledgment" - a thank-you letter of sorts - to the mother and uncle. It's not uncommon here at funerals for the family to say, "In lieu of flowers, the family asks that you make a donation to X charity". In such a case, you want to ensure the family is made aware of the donations made in the name of the deceased. – Jon G - Megaphone Tech Dec 10 '18 at 15:22
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It depends a bit on the purpose of gathering soft credits and acknowledging the donation. For acknowledgement purposes it may be sufficient to gather email and name (and perhaps address) on a front or backend form and with a hook send off an acknowledgement email. I think this can be very nice for those related to the honoured person, allowing them to send a thank you card if they want. Personally I won't bother creating additional soft credits for the mother and uncle beyond those for the person in honour/memory of.

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