Add and Edit a Recognition Level Screen

Name

Enter a unique name to help identify the level.

Description

Enter description information that further identifies the level, such as “For gifts larger than $1,000 in 1 fiscal year.”

Tier

Select a tier to group constituents in a program. Examples of tiers for a program include Regular and Premier. You can use tiers to further segment recognition level data in reports.

To maintain data entry consistency, you must add or edit the values in this field from Code table in Administration.

Minimum recognition amount

Enter the minimum amount a constituent must donate for recognition at this level.

Planned giving amount

Enter the planned giving amount a constituent must commit to for recognition at this level.

This field appears when you select Use separate minimum amount for planned giving revenue on the Recognition Criteria tab for a recognition program. For more information, see Edit Recognition Program Recognition Criteria Screen.

Set future minimum recognition amount

To establish new giving requirements for the level in the future, select the checkbox and enter another minimum amount for future recognition at this level in the below Minimum amount field.

If you select Use separate minimum amount for planned giving revenue on the Recognition Criteria tab for a recognition program, a future Planned giving amount field appears for you to enter another planned giving minimum amount for future recognition.

Effective date

If you select Set future minimum amount on the Edit recognition level screen, this date is required. Enter the future date to activate the recognition level with the future minimum amount requirements.