Create a New Recognition Program

From Constituents, Recognition, select New.

Enter the Name and Set Levels and Categories for the Program

In the General tab, you’ll set the program basics like name, type, and levels.

1. Enter a program name.

2. Enter a recognition type.

   Note: Legacy is currently the only recognition type for now, but expect additional recognition types in a future update. For more information, Recognition.

3. Under Set levels, determine if you want to include giving levels in your program. Levels are an additional way to recognize the donors in the program based on the amount they’ve given.

   1. To add levels, select Levels, and enter the level names, and the to and from amount for the giving range.

4. Select Next to continue creating a program or Save and close to save it as a draft.

Set rules to add constituents to the program

In the Rules tab, you set criteria for which constituents qualify for the program.

1. Select to include all constituent records or narrow down the list to selected constituents. If you choose selected records, you can search for and select a constituent query to start your qualified list.

2. Include any of the following:

   • Constituent type.

   • For alumni societies, you may want to include the year that the constituents graduated to qualify them for the program. Select Class of, an Operator, and enter the graduation year under Value.

3. Enter a constituent code to narrow down the constituents that qualify for the program.

4. Enter a campaign, fund, and appeal to narrow down the gifts that qualify constituents for the program.

5. Enter the gift type to narrow down the gifts that qualify constituents. For Legacy programs, Planned Gift is added by default.

   Note: The gift type of Pledge refers to the pledge’s balance. The gift type Pledge payment – money refers to the amount that the constituent has paid towards the pledge.

6. Enter the gift sub type to narrow down the gift that qualify constituents.

7. Determine which date on the gift should be used to qualify it for the program: Gift date or GL Post date.

8. Determine which amount on the gift should be used to qualify it for the program: Gift amount or Receipted amount.

9. If you included Planned Gift as a gift type, determine which amount on planned gifts should be used to qualify them for the program: Gift amount, Receipted amount, Remainder value, or Net present value.

   Note: If Planned Gift is the only gift type you selected, only the planned gift amount question appears.

10. Select constituents to exclude from the program.

11. On gifts with a soft credit, determine who should qualify for the program: the gift's donor, the soft credit recipient, or both.

12. On matching gifts, determine who should qualify for the program: the gift's donor, the matching gift company, or both.

13. Select Next or Save and close.

Test the Program for Qualified Constituents

On the Test tab, you can test the rules you set up in the Rules tab to ensure they’re set up correctly.

1. Enter the name of a constituent who expect to see in the program, and review the results.

2. Select Finish and Preview to start running the daily list of qualified constituents. Or select Save as draft to save the program in draft state without starting to run the daily list of qualified constituents. For more information, see Program states (link).