Creating Giving Levels

To create a new Donation Giving Level, you perform the following steps:

1. Open the Donation Giving Levels window.

   Click here to learn how to access this window.

   

2. Click the New button.

   The Giving Level Detail window opens.

   

3. Enter a name for the Giving Level.
4. Click the Save button.

   

5. Click the the Add button.

   The button will become accessible once you have entered a matrix name.

   The Giving Level window opens.

   

6. Enter the name of the giving level.

   i.e. Bronze

7. Enter the lower limit of the giving level.

   i.e. 1

8. Enter the upper level of the giving level.

   i.e. 99



9. You can also select a Notification to be sent, by clicking the Drop Down List.
10. 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
11. Click the Save to save the giving level.
12. 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