Edit the Donor Constituencies Criteria

A constituency of Donor is automatically applied to a constituent when they first make a donation.

You can configure this Donor constituency to apply only to constituents who donate within a specified period of time, such as of a certain date or within a certain number of years, based on your organization's policy regarding who you consider to be a donor.

Additionally, you can define criteria to determine when a constituent should also be considered

• a Loyal donor — applied to constituents who donate within a specified period of time, such as a certain number of consecutive years.

• or a Major donor — based on a constituent’s total lifetime giving or largest donation.

You can also select whether to consider recognition credits in the totals for the donor constituencies.

Tip: In addition to donor constituencies such as Loyal donor and Major donor, the program automatically applies a status to constituents based on giving history to help further define your donors. For information about these statuses, see Donor Status.

Your settings here ensure the program uses the Donor, Loyal donor, and Major donor constituencies consistently, such as in constituent records and selections.

1. From Revenue, select Reporting filters under Configuration. Find your default filter, expand its row, and select Edit. Review the settings. Only giving that meets the scope of this default review reporting filter will be eligible to grant the Donor constituency.

2. From Constituents, select Constituency criteria under Configuration. The Constituency Criteria page appears.

3. Select the Constituencies tab.

4. Under Donor constituency criteria, select Edit. The Edit donor constituency criteria screen appears.

5. Select whether to include the recognition credits of a constituent in the totals for the donor constituency definitions.

6. Under Donor definition, select the time frame in which a constituent must have donated to have a constituency of Donor.

   • To apply a constituency of Donor to a constituent who has donated within a number of recent years, select Constituent has given in recent years. In the Years field, enter the number of years within which the constituent must have donated. For example, to include all constituents who donated within the past three years, enter 3.

   • To apply a constituency of Donor to a constituent who has donated since a specific date, select Constituent has given since a specific date. In the Date field, select the date after which a constituent must have last donated to have a constituency of Donor.

7. Under Loyal donor definition, enter the number of consecutive years or months within which a constituent must donate to have a constituency of Loyal donor.

8. Under Major donor definition, configure the criteria to use to apply the constituency of Major donor.

   Note: If you configure minimum amounts for both lifetime giving and largest donation criteria, the program assigns the Major donor constituency to a donor who meets either criteria. The program does not require a donor meet both minimum amounts to have a constituency of Major donor.

   1. To apply the constituency based on the lifetime giving of a constituent, select Has lifetime giving greater than or equal to. In the field, enter the minimum total lifetime giving a constituent must donate to have a constituency of Major donor.

   2. To apply the constituency based on the largest donation of a constituent, select Has a largest donation greater than or equal to. In the field, enter the minimum amount of a largest donation a constituent must donate to have a constituency of Major donor.

9. Select Save. You return to the Constituency Criteria page. The constituency of Donor, Loyal donor, or Major donor automatically applies to constituents who meet the criteria entered.