Set Donation Levels for the Donation Form

Donation levels provide suggested donation amounts to your donors. You should always keep the Donor Entered Amount level to let donors enter their own amount.

About Donation Levels on a Donation Form

Tip: Each template has at least one donation level. Some templates, depending on the giving pattern, have more donation levels.

After you set donation levels, you can adjust the order in which they display, such as smallest amount to largest amount.

Premiums with a Donation Level

You can optionally offer a product or service as a premium to donors who select a certain level. The fair market value of a premium is automatically deducted to yield the tax-deductible portion of the donation.

Tip: Create a premium before configuring donation levels to be able to select it from the list, or create the premium during this configuration task.

Add the Premium Selector data element to display premium offerings to donors. See Design Donor Screens and Data Elements.

Note: Premiums aren't available on levels where donors enter their own amount. However, a donor who enters an amount equal to or greater than a fixed giving level is offered premiums associated with that level.

Memberships with a Donation Level

If your site is set up to offer memberships, you can associate membership types with giving levels to make a donor a member of your constituent base.

Note: Membership types must already exist. See Managing Membership.

Dynamic Ask

When the form is published, you can create a Dynamic Ask component that links to a level in this form (from a site page or email) to provide incentive or motivation for higher donations. See Dynamic Ask Component.

Set the donation level for this form:

1. Click Create a Donation Level.

2. On the Identify Donation Level page:

   1. For Level Name, enter a label to display to the donor (for example, Silver or Gold).

      Note: Default level labels, like Donor Entered Amount, don't display on your form. You can edit the label anytime in Design Donor Screens.

   2. For Gift Amount, choose an option:

      • Fix the amount for the gift - Creates a button with a specific monetary amount entered in the field.

      • Let the donor specify an amount not less than - Creates a button with a field where the donor can enter their own amount. Enter a minimum donation amount in the field.

      • An external application will specify the gift level amounts - Use to set up a TeamRaiser Instant Self-Pledge (ISP) form as described in Knowledgebase article 69278 .

      • Calculate a dynamic donation ask amount using the formula specified - Uses the donation history of a logged-in donor to suggest an amount based on a calculation that you specify in the following fields:

        Tip: Combine calculation fields to get your expected results such as calculating a percentage or assigning a specific increase to a previous donation amount. See also Knowledgebase article 67268.

        1. In the first field, enter a donation amount to display to donors who aren't logged in or don't have a past giving history.

        2. In For donors who are logged in, click the constituent profile fields of the donor to use for calculating the ask amount (such as Transaction Information > Previous Transaction Amount).

        3. In the then, increase or decrease the value by this percentage field, enter the number by which to increase or decrease the "base" amount or don't enter a value if not calculating on percentage basis. For example, entering 20 would increase the base amount by 20%, resulting in an ask amount that is 120% of the base; entering -20 would decrease the base amount by 20%, resulting in an ask amount that is 0% of the figure you are using as a base.

        4. In then, add this amount, enter the monetary amount to add to the percentage calculated or the monetary amount total. For example, entering $20 would increase the base amount by $20 or if $20 more than the percentage increase.

        5. In then round the amount to the nearest multiple, enter the preferred amount. For example, entering $10.00 here would make the ask $90.00 if the donor gave $55.00 last year ($11 for the 20% + $20 for the fixed amount).

        6. In with this minimum value, enter the least amount accepted for this option if the previous giving level is small or nothing.

        7. To optionally avoid asking for an extremely large contribution, enter the amount in the and this maximum value field.

   3. For Value of any Goods and Services, enter the amount to subtract from the original gift amount to yield the tax-deductible portion that a donor can claim on tax forms. (Premium values are handled separately and not included here.)

   4. For User Security Category, select General if all eligible donors can use this level, or restrict this donation level to only a specific group of people (like Large Gift Donors, Texas residents, and so on) by selecting a defined Security Category.

   5. (Optional) For Promotion Code, enter the string of letters and numbers that a donor must enter to select this level. This can be useful for limited supplies of a premium associated with the level. You can easily include the code in a link in an email sent to selected recipients.

      Note: This promotion code does not display in Previews. However, it displays when you test the form.

   6. For Level Group, to add all donors to:

      • A group that already exists:

        1. Click Select.

        2. On the Group Selection pop-up, click the Add constituents to an existing group option.

        3. In the Group Selector area, click Select from the Actions column of the appropriate group.

           Note: To locate a group that is not showing in the list, enter all or part of the group name in the Search field and click Search or click the Next link to display the next page of groups.

        4. Repeat the step above to add these purchasers to another group.

        5. When you are finished, click Apply.

      • A new group that you create here:

        1. Click Select.

        2. On the Group Selection pop-up, click the Add constituents to new group option.

        3. For Group Name, enter a descriptive label for this new group that may help distinguish it from other groups (for example, by purpose).

        4. For Group Type, to associate this group with other similar ones that:

           • Already exist, click the appropriate option from the existing group drop-down list.

           • Should be grouped together, click the Enter a new value option and enter a meaningful label for this new type.

        5. For Group Description, enter a phrase or sentence to help describe the reason for forming the group or its purpose.

        6. For Group Security Mode, leave the default selection or click an option from the drop-down list to assign it to a set of privileges or security group.

        7. Click Apply.

3. On the Configure Premiums page, to:

   • Skip this step, click Next.

   • Or, add a premium by:

     • Selecting a product already defined:

       1. From the Related Actions, click Manage Premium Associations.

       2. In the All Selections pane on the Product Selection page, click the applicable product and click the Add button.

       3. Click Finish to return to the Premiums Selection page.

     • Creating a new product here:

       1. From the Related Actions, click Create a New Product.

       2. Follow the instructions for creating the new product in our eCommerce application.

4. On the Associate Membership Types page, to:

   • Skip this step, click Finish.

   • Or, associate this level with a membership:

     1. Click the Yes, I would like to add membership benefits for this level check box.

     2. From the Membership Type drop-down list, click the appropriate option.

        Note: The Membership Activation Date is confined to the Activate on the gift date.

     3. For Membership Expiration, to make the membership expire on a certain date, enter the number of months to keep the membership active in the field.

     4. Click Finish to return to the Donation Level List.

        Note: The Membership Type is listed as a Benefit for the donation level. The association of this Membership Type with the level does not display automatically. You must add appropriate labels when editing the donation form to the giving levels to make membership benefits obvious to your donors.

5. To make the level available, click Publish from its Actions column.

6. To add another level, repeat the steps above.

7. When you are finished adding levels, click Next to go on to the Design Donor Screens page.