To create a new Donation Giving Level, you perform the following steps:
- Open the Donation Giving Levels window.
Click here to learn how to access this window.
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- Click the New
button.
The Giving Level Detail window opens.
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- Enter a name for the Giving Level.
- Click the Save
button.
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- Click the the Add
button.
The button will become accessible once you have entered a matrix name.
The Giving Level window opens.
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- Enter the name of the giving level.
i.e. Bronze
- Enter the lower limit of the giving level.
i.e. 1
- Enter the upper level of the giving level.
i.e. 99
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- You can also select a Notification to be sent, by clicking the Drop Down List.
- On the 'BENEFITS' tab, you can:
- enter a description of the benefits associated with the giving level
- specify the non-tax-receiptable portion of the donation.
- For example, a give at the $100 level may include a dinner valued at $25, so the $25 would be entered as the non-receiptable portion
- In this way, you can assign different non-receiptable amounts and benefits at each giving level
- Click the Save
to save the giving level.
- Repeat this procedure to add the different giving levels
Example Matrix:
- Bronze $ 0.01 - $99.99
- Silver $ 100.00 - $499.99
- Gold $ 500.00 - $999.99
- Platinum $ 1000 - $1000000.99