Creating a Memorial Program Campaign

Memorial Program Campaigns offer a heartfelt way to honor loved ones, celebrate meaningful milestones, and recognize organizations through lasting tributes. This guide will walk you through how to create a beautiful Memorial Program for your community and residents.


Steps for Creating a Memorial Campaign:

 

1. Select Create Campaign

In your Campaigns Tab select the blue Create Campaign button in the upper right corner of your screen. Select the Memorial Program option to start from scratch or search/choose a specific Memorial Program Template.

 

2. Enter Campaign Overview Information

Title:
Use this field to give your Memorial Program a clear, descriptive name — for example, “Memorial Bench Program” or “Memorial Tree Program.” Choose a title that reflects the type of dedication opportunities available within your community.

Description:
In this section, share the purpose and story behind your Memorial Program. Explain why community members should participate, what makes your program meaningful, and any key details about how it works. This is your chance to inspire participation and encourage residents to dedicate an item in memory or celebration of someone special.

Add Guidelines: 
Outline any program guidelines such as installation details, dedication timeframes, maintenance responsibilities, or eligibility criteria. Clear guidelines help set expectations and ensure your program runs smoothly.

Add Dates: 
If your campaign runs on a specific timeline, use this section to add important dates — such as application deadlines, installation periods, or dedication ceremonies. For ongoing or “evergreen” programs, you can leave these fields blank.

Campaign Map: 
When enabled, this feature allows residents to view the specific or general location of available or dedicated items on a map. It helps participants visualize where their memorial will be placed and enhances transparency within your program.

 

3. Add Photos & Documents

Add high-quality photos to the Campaign and any support campaign documents. Below are a few options for the types of photos and documents to include:

  • Physical dedication item community member will be dedicating (sample bench, tree, brick, banner, etc.)
  • Parks the items will be displayed at
  • Past donation items (current dedicated bench, tree, brick, banner, etc.)
  • Rules and regulations of Memorial Program

 

4. Choose Who Should Receive Notifications

When creating a campaign, you must have a notification recipient. The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign. To learn more about managing notifications, click here.

 

5. Enter Settings Information

Select Disbursement Account:
Select the disbursement account to indicate where collected funds should be routed. This ensures the SeeMyLegacy Finance team deposits campaign contributions into the correct account.

Generate Tax Receipt:
The generate tax receipt option will determine if a participant receives a tax receipt automatically upon purchase. If enabled, the email will automatically be sent. If it's not enabled, the email will not send. Click here to view an example of a tax receipt.

Note: All contributions to cities + non profits are tax deductible if for the public benefit. Supporting article for reference.

 

Generate Public Recognition Cards:
Enable this option to automatically create public recognition cards for each donation. These cards will appear publicly, allowing contributors to be recognized for their support.

Campaign Visibility:
Use this setting to control who can view your campaign:

  • Private: 
    Keeps your campaign hidden from the public.
  • Public: 
    Makes your campaign visible and accessible to your community.

 

6. Add Memorial Options

Add, edit, sort, or remove Memorial Options to keep your offerings current and organized

Add Memorial Options:

Easily add new memorial options to your program by selecting the “Add Memorial Option” button. Need more guidance? Click here for the complete guide for step-by-step instructions.

Once your Memorial Options are added, you can sort, edit, or remove them at any time to keep your list organized and up to date.

 

7. Add Past Donations

If you have donations from individuals that happened outside of the platform, you can manually add them here. If you would rather have our team help with a bulk import, please email support@seemylegacy.com.

8. Save and Create Your Memorial Program

Once you have filled in all of your program details, create your Memorial Program by hitting Save. After saving you can review your new Memorial Program or go back to the Campaigns Tab.

Memorial Campaign Examples

Explore our template library filled with inspiring Memorial Program Campaign examplesclick here to browse and find the perfect fit!