Edit Recognition Program Recognition Criteria Screen

Recognition effective date

To filter criteria by revenue added to the database after a specific date, select the date in this field.

Maximum recognition amount

To filter criteria by revenue amount, enter the maximum amount for a single donation to be included in the program.

Filter designations by

To recognize revenue toward only specific designations, search for and select the applicable designations.

Transaction and application types

Select the types or revenue transactions and applications to recognize with the program.

Recognition credit types

To include or exclude recognition credit types, select the Edit icon.

• To include a new recognition credit type, under Available recognition credit types, select the credit type to include and select the blue arrow that points to the right.

• To include all available recognition credit types, select the double arrow that points to the right.

• To remove a recognition credit type, under Included recognition credit types, select the credit type to remove and select the blue arrow that points to the left.

• To remove all recognition credit types, select the double arrow that points to the left.

Include recognition credits without specified type

To include an unspecified recognition credit type, select this checkbox.

Include planned gifts booked as revenue

To include planned gifts added as revenue in the recognition program, select the checkbox.

For more information about planned gifts, see the Prospects section of the help file.

Use separate minimum amount for planned giving revenue

To filter planned gift criteria by a different minimum amount than the amount for transactions, select the checkbox.

When you select this checkbox, the Planned giving amount field appears on the Add a recognition levels screen. In this field, you enter the planned giving amount a constituent must commit to for recognition at a specific level. For information, see Add and Edit a Recognition Level Screen.

Additional revenue selection

To filter criteria based on a revenue selection, search for and select the applicable selection.