Giving Level Programs

Giving level programs enable you to build loyalty among your constituents. For example, a constituent may receive a specific benefit or recognition for a minimum threshold donation. One giving level program may cover your entire organization, or you can establish different giving level programs for specific divisions within an organization. For example, a development office may run a organization‑wide giving level program and the membership office may also run their own giving level program. To view and manage the giving level programs your organization uses, from Constituents, select Giving level programs under Configuration. The Giving Level Programs page appears.

In the grid, you can view the name, description, and number of levels of each program. You can also view the smart field used to calculate the revenue for each program.

To view a Giving Level Program report for a program, select it in the grid and select View Report on the action bar. With this report, you can view which constituents are members of each level of a giving level program. For information about this report, see Giving Level Program Report.

From the grid, you can also add and manage your giving level programs.