Recognition

Donor giving societies are groups of donors that your organization wants to recognize and express gratitude to for their giving contributions. With Recognition Programs, you can manage your donor giving societies and recognition types in one place. From Constituents, Recognition you can create recognition programs, define rules for qualification, review dynamic recognition lists, choose to automatically approve donors or manually review newly qualified donors, and more.

Recognition types

Recognition types define the type of program you want to create depending on the donor giving society. Each recognition type includes different defaults to get you started faster.

• Legacy program - Recognizes donors who have made an intention of a bequest (committed) or have a fulfilled planned gift (received). Legacy programs have a Gift Type of Planned Gift selected by default.

• The following recognition types will be released in a later release:

  • Lifetime program: For cumulative giving societies that celebrate donors once they cross a defined lifetime giving milestone. These programs are useful when you want to recognize the full arc of a donor’s generosity over time, not just a single gift or year.

  • Loyalty program: For recognizing sustained support across multiple years. These programs are designed to honor consistency and long-term commitment, whether you define that as consecutive years of giving or total years of participation.

  • Annual program: For year-specific giving societies that reset and renew each year. These programs are ideal when membership is based on what a donor gave during a particular annual cycle, and supporters may requalify year after year.