Constituent Recognition Record

When you add a constituent recognition, the program automatically creates a record of the recognition. From the record, you can view and manage information about the recognition.

To access a recognition record from the Revenue and Recognitions page, select the name of the recognition program on the Recognition Programs tab.

At the top of the record, information about the recognition appears, including its status; expiration, join, and achievement dates; and total annual giving. You can also view how long the constituent has been a member of the program and the amount to donate to achieve the next level.

Under Tasks, you can manage the recognition as necessary.

• When the status for the recognition is Pending, to change the status from Pending to Active, select Mark active.

• When a lifetime recognition exists for a constituent, to remove the recognition from the constituent but retain the recognition and its history in the database, select Drop recognition.

• To delete a recognition from the constituent and the database, select Delete recognition.

From the tabs on the recognition record, you can view and manage history information about the constituent recognition. You can also view and manage the recognition credits and benefits associated with the recognition. To help you navigate through this information, the recognition record contains multiple tabs.