---
schema_version: "1"
id: 2a44404298be389559b1ad6b3256f69e06c29c1cbd39e1be7eae889d03078905
title: Configure Tribute Gifts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_tribute_gifts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b60deafd2a96289c52298658884ecf1e9b7fe0a49a78c4b3537379a2ee8c7674
description: Make customizations to page layouts and picklists so that NPSP tributes work properly.
products:
  - Nonprofit
release: "264"
---
# Configure Tribute Gifts

Make customizations to page layouts and picklists so that NPSP tributes work properly.

- **[About Tribute Gifts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5)**  
    NPSP Tribute Gifts feature allows you to track data about a donation given in honor of or in memory of someone, such as who the honoree is, and the constituents who should be notified about the donation.
- **[Set Field-Level Security](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5)**  
    Make sure you have access to the tribute-related fields on Opportunity.
- **[Configure Picklist Values](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5)**  
    Add values to the Notification Preference and Tribute Type picklists on the Donation record type.
- **[Set up Automatic Opportunity Contact Roles](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_tribute_gifts.htm&release=264.0.0&type=5)**  
    You can have the Nonprofit Success Pack automatically create contact roles when you fill in the Honoree Contact or Notification Contact fields. Be aware of how the contact role logic works when a contact is eligible for more than one role (such as Household Member, or other soft credit).

## About Tribute Gifts

NPSP Tribute Gifts feature allows you to track data about a donation given in honor of or in memory of someone, such as who the honoree is, and the constituents who should be notified about the donation.

### Feature Release Information

This feature was released in NPSP version 3.61 (1/6/2016).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note Tribute Gifts uses soft credits in NPSP. Before you configure Tribute Gifts, make sure you have configured soft credits in your org. Learn more in [Configure Automated and Manual Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_soft_credits.htm&release=264.0.0&type=5 "Find out more about configuring automated and manual soft credits.").

## Set Field-Level Security

Make sure you have access to the tribute-related fields on Opportunity.

Verify access for the following Opportunity fields for each profile:

- Honoree Contact
- Honoree Information
- Honoree Name
- Notification Message
- Notification Preference
- Notification Recipient Contact
- Notification Recipient Email
- Notification Recipient Information
- Notification Recipient Name
- Tribute Notification Date
- Tribute Notification Status
- Tribute Type

To check field access:

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click the name of the Profile you want to set field-level security for.
3. In the Field-Level Security section, click **View** next to Opportunity.
4. Make sure the profile has the correct level of access to the Tribute fields. If not, click **Edit** and select the checkbox, then click **Save**.

For more information on setting field-level security, see [Verify Access for a Particular Field](https://help.salesforce.com/s/articleview?id=platform.checking_field_accessibility_for_a_particular_field.htm&type=5).

## Configure Picklist Values

Add values to the Notification Preference and Tribute Type picklists on the Donation record type.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Opportunity**.
3. Click **Record Types**.
4. Click **Donation**.
5. Click **Edit** next to Notification Preferences under Picklists Available for Editing.
    
    ![Picklists Available for Editing with the Edit link next to the Notification Preference field highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/edit_picklist.png)
6. Add all values from the Available Values to the Selected Values.
7. Click **Save**.
8. Repeat the above steps for the Tribute Type picklist.

For more information on how to add picklist values to record types, see [Create Record Types](https://help.salesforce.com/s/articleview?id=platform.creating_record_types.htm&type=5).

## Set up Automatic Opportunity Contact Roles

You can have the Nonprofit Success Pack automatically create contact roles when you fill in the Honoree Contact or Notification Contact fields. Be aware of how the contact role logic works when a contact is eligible for more than one role (such as Household Member, or other soft credit).

Learn more in [NPSP Logic for Creating Opportunity Contact Roles](https://help.salesforce.com/s/articleView?id=sfdo.npsp_logic_for_creating_ocrs.htm&release=264.0.0&type=5 "Learn what NPSP automation for creating soft credits takes precedence when multiple automated processes are involved.").

1. Go to the NPSP Settings tab, click **Donations** | **Contact Roles**.
2. Enter Honoree for Honoree Opportunity Contact Role and Notification Recipient for Notification Recipient Opp Contact Role. Leaving these settings blank disables automatic contact role creation for these fields.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)
    
    Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher.
    
    ![Honoree and Notification Recipient Opportunity Contact Role settings.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/trib_opps_opp_contact_roles.png)

For these roles to apply as soft credits, there is some setup required. If you're using Customizable Rollups, you set the Contact Roles in a filter group and apply them to the rollups themselves. Learn more in [Customizable Rollups Overview](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customizable_rollups_overview.htm&release=264.0.0&type=5 "Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records.") and [Configure Soft Credit Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5 "Find out more about configuring soft credit rollups.").